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Re: KeithDust2000 post# 343

Thursday, 01/19/2006 7:46:38 PM

Thursday, January 19, 2006 7:46:38 PM

Post# of 6903
Keith,

Check out this document:
http://www.siliconinvestor.com/readmsg.aspx?msgid=22001269

A big chunk of inventories (bigger than I expected) went to Spansion. More than a half. The table to look at is the last one.

Another thing to look at is cash. I don't know if AMD generated any cash from the Spansion IPO. If not, AMD somehow increased the cash position by > $500M in just 1 quarter.

Can anyone explain how AMD went from $1,223M to $1,794M cash?

Joe
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