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


To: combjelly who wrote (197423)5/18/2006 6:57:02 AM
From: Sarmad Y. HermizRead Replies (1) | Respond to of 275872
 
>> You want to know why I label you as a troll?

I already know. When you can't make a sensible argument, you start making insults.

>> Given that Q1 and Q2 are down quarters, it makes sense that AMD would value such inventory at a lower rate.

Can you expound on that concept ? It doesn't seem obvious.

>> If you really are ignorant of this particular fact, why are you trying to argue inventory levels?

what fact is that ? I want to know how much Fab 36 added to production. One way is to see if AMD had an increase in shipments. It didn't. So maybe Fab 36 product went to inventory. But inventory decreased.

edit. Are you backing off on your claim that inventory in-transit to/from Malaysia is not counted as inventory ? Some kind of Malaysia-Triangle for processors.