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

To: BUGGI-WO who wrote (197461)5/18/2006 10:33:35 AM
From: combjellyRespond to of 275872
 
"Would mean, that volume inventory at finished goods is near
NON-Existing."

That is likely the case.

They probably burned through most, if not all finished goods in Q305 and Q405, the extra production came from somewhere. They would have built up a little in Q106, but sales weren't that much less than in Q406 and Fab36 production was still at a low rate. This quarter, Fab36 will be producing more and the first wafers from Chartered are due. That should build up inventory of finished goods to a healthy level by the time it is needed.



To: BUGGI-WO who wrote (197461)5/18/2006 10:37:23 AM
From: CraveyRespond to of 275872
 
Inventory will be carried at the lower of cost or value. In AMD's case, cost is much lower than value - the realizable selling cost. Your analysis was correct.

Cravey.


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