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

To: Elmer Phud who wrote (207645)	8/5/2006 11:09:04 AM
From: Rink	Read Replies (2) \| Respond to of 275872

Elmer, re: They're admitting to 100s of millions of NGA cost in inventory. What you're implying is that this probably bodes well for NGA sales. You're probably correct in that aspect. Petz however added that this leaves $3,636 of "other CPUs" cost in inventory. In other words it is likely that most of the inventory added in Q2 was non NGA related. That's a rather valuable point, wouldn't you agree? Another question is if most of the inventory that'll be added in Q3 (per guidance) will be non NGA related as well. Regards, Rink