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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: xun who wrote (102976)10/16/2003 4:58:41 PM
From: DRBESRespond to of 275872
 
Good if business is increasing, bad if business is decreasing. I do believe that business is increasing.

Living well is the very finest revenge,

MOONSHOT



To: xun who wrote (102976)10/16/2003 5:03:00 PM
From: Joe NYCRespond to of 275872
 
panic,

Account receivable and inventory are increased by about $200mil respectively. Any comments?

Account receivable going up is normal when the company had a big increase in sales.

Increased inventory is great news going forward into Q4. It means AMD will be able to supply all the demand (and there have been reports of spot shortages) and can devote more capacity to conversion to K8 (on 130nm and later on to 90nm capacity).

Inventory is not really getting stale, since Intel has been at 3 to 3.2 GHz for about a year, and is not going anywhere fast.

Joe



To: xun who wrote (102976)10/16/2003 5:03:47 PM
From: ptannerRead Replies (1) | Respond to of 275872
 
re: A/R and inventory

I think these both need to be considered within the context of the change in total revenue and in particular the consolidation of the FASL results which provided a one-time boost to many specific categories.

-PT


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