Replies to post #31528 on Advanced Micro Devices Inc (AMD)

[HailMary]

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

AMD is doing a great job managing inventory. It used to be a mess, but those days appear to be over. I think Hector had something to do with this. Increased inventory going into Q2 is going to spell disaster for Intel. This is not the quarter you want to go into with extra parts to unload. These may end up getting dumped somewhere overseas, hopefully in the celeron market as to not affect AMD.

I'm quite impressed with the earnings report, especially the increased ASPs and GM. It really is a new AMD. Everything is in line for a blowout year.

I'm still holding and I have no plans of selling anytime soon. I even decided to hold my trading shares which I had planned on selling today. I'm glad I did.

Good luck to all - I may not be posting as much as I've hit some busy times. See you on the other side of $50.

[jhalada]

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