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

To: BUGGI-WO who wrote (197431)	5/18/2006 7:26:05 AM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 275872

>> When I assume a "GM" of 60%, the then sold inventory would cause around 210Mio. Revs, if we take a 50% "margin", this would lead us to around 250Mio << BUGGI, Shouldn't this calculation of "revenue derived from finished goods" be : revenue$$ = inventory$$ x (100 / (100 - GM) ) ? at "finished goods"=$127m, GM=60%, revenue will be $317m. Sarmad

To: BUGGI-WO who wrote (197431)	5/18/2006 7:59:58 AM
From: niceguy767	Respond to of 275872

Agreed. AMD's largest problem in the short term is not NGA as some here implore us to believe but capacity constraint. AMD will be hard pressed to meet Q3 and Q4 demand, imo. "and we will see more notebooks units flowing through the quarter." I can't see how AMD misses taking out huge bite in the mobile sector now that Turion 64 X2 is a formidable competitor in both performance and price. Power specs for Turion 64 X2 here: amd.com (Turion 64 X2 specs have to be causing some serious headaches for INTC management.)