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To: Petz who wrote (168477)	7/19/2002 12:26:36 AM
From: Elmer	Read Replies (3) \| Respond to of 186894

Maybe the best explanation for no growth in inventory is that the first generation or two of 0.13 output had extremely low yields or a circuit design problem. Well John we know this can't be true because Jerry told us AMD has "the BEST yields in the world". Not just good yields but the BEST. You know Jerry is an honest man and I know Jerry is an honest man so why would you even suggest such a thing? EP

To: Petz who wrote (168477)	7/19/2002 12:54:30 AM
From: Elmer	Respond to of 186894

Well the Asian subsidiary is wholly owned, I believe, so whatever their holding awaiting sale back to AMD is still inventory and has to be valued at something. If its finished product, it probably has to be valued at expected sale price. The reporting requirements as well as the reporting cycle would be governed by foreign law. EP