Advanced Micro Devices Inc (AMD)

[CombJelly]

"One of the things I found most interesting was the comment by Dirk that AMD was not capacity constrained in q1."

That was a curious statement given that AMD depleted an already depleted inventory by another $50 million. No doubt some of the bashers will claim that AMD is writing down the inventory to reflect lower pricing. But I'd be surprised if much of the inventory is carried as packaged product. I suspect most is untested and unpackaged die. Which is valued differently if I am not mistaken.