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

To: Elmer Phud who wrote (207630)	8/4/2006 9:09:56 PM
From: Petz	Read Replies (2) \| Respond to of 275872

They're admitting to 100s of millions of NGA cost in inventory. That leaves $3,636 of "other CPUs" cost in inventory. Petz

To: Elmer Phud who wrote (207630)	8/5/2006 11:22:20 AM
From: Dan3	Respond to of 275872

Re: They're "admitting" to $100s of millions in NGA inventory LOL!! It was ~$200 million (out of more than $4,000 million) in work in progress + inventory. So that sounds like 1/2 of 1% of Intel wafers that will be out within 90 days of when that statement was made are NGA. And at a lower yield per wafer (due to die size, etc.) than typical Intel wafers. Since some of the work in progress plus inventory was of completed parts (quite a bit, apparently) so the actual number is probably several times that - the 2% that's been estimated here sounds about right. But congratulations on the spin - worthy of Karl Rove.