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BUGGI1000

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BUGGI1000

Re: None

Monday, 09/19/2005 9:03:08 AM

Monday, September 19, 2005 9:03:08 AM

Post# of 97814
Inventory

I think its the first time, that we could see, the inventory
split between Flash and CPG at AMD.
(don't know, whether these Flash-numbers AMD put into their
own balanced sheet, but first I assume this)

Q4-2004
AMD : 875Mio.
Spansion : 460Mio. (page F-3)
-> AMD CPG : 415Mio.

http://www.amd.com/us-en/assets/content_type/DownloadableAssets/RAS0213.pdf


Q2-2005
AMD : 911Mio.
Spansion : 450Mio. (page F-3)
-> AMD CPG : 461Mio.

Looks like, the new 754/939 are more valued, than the old stuff,
but how about inv.volume?

BUGGI

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