Replies to post #31527 on Advanced Micro Devices Inc (AMD)

[dougSF30]

Inventories decreased slightly Q/Q. (compare to Intel, where building inventories were a concern for analysts) And no analyst brought it up at the CC, so I can only assume this is something standard, like unfinished parts in progress. Does that sound reasonable?

Doug

EDIT: So if you look back, here are the inventory #s:

Q2 03 467M
Q3 03 692M
Q4 03 698M
Q1 04 693M

So, pretty constant since Q3 03, which is when business got better again. I suspect they are just parts in progress. No new stockpiling, at any rate.