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kpf

04/15/04 7:39 PM

#31660 RE: HailMary #31571

HailMary

The answer is they deferred some sales into Q2 to make Q2 look better

While there is other possible explanations for the increase of account receivable as well, i am inclined to follow you on this argument not only to make Q2 look better: AMD has reason to avoid showing inventories going down more than a tad because of the capacity-concerns of covering analysts on the CPU side of the business.

K.