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Re: dougSF30 post# 31528

Thursday, 04/15/2004 1:04:46 AM

Thursday, April 15, 2004 1:04:46 AM

Post# of 97794
Doug,

$230M increase in inventories from Q2 2003 to Q3 2003 is at the time Fujitsu's part of FASL was integrated. Now, we don't know if this is 1/2 of fasl or whole FASL inventory. Therefore CPU inventory is either $230 or $460 approximately.

Joe
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