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Inventory Levels

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qcmadness   04-20-2007 at 12:32:24 AM

AMD: $937M (Revenue in Q1: $1233M)
Intel: $4366M* (Revenue in Q1: $8852M)

* Includes Raw materials, Work in process and Finished goods ($1509M)

Now AMD's inventory level is higher than Intel's. They should have started the production of NGA products before they get doomed.

Source:
http://media.corporate-ir.net/medi [...] elease.pdf
http://www.amd.com/us-en/assets/co [...] esults.pdf

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irishsk8rpatrick   04-20-2007 at 12:37:17 AM
- 0 +

hmm i still think the fan boys of amd are gunna cry when 23 of april comes around, they've been at it again, calling it DDay for Intel...tsk tsk...

personally. i don't care, i just want cheap cpus =]

Reply to irishsk8rpatrick
qcmadness   04-20-2007 at 12:47:33 AM
- 0 +

Quote :

hmm i still think the fan boys of amd are gunna cry when 23 of april comes around, they've been at it again, calling it DDay for Intel...tsk tsk...

personally. i don't care, i just want cheap cpus =]



Even with solid benches for R600 AND Barcelona, the Q2 results will not be seriously affected.

Reply to qcmadness
baldeagle   04-20-2007 at 12:52:01 AM
- 0 +

Quote :

hmm i still think the fan boys of amd are gunna cry when 23 of april comes around, they've been at it again, calling it DDay for Intel...tsk tsk...

personally. i don't care, i just want cheap cpus =]



Even with solid benches for R600 AND Barcelona, the Q2 results will not be seriously affected.

Hector told everyone it will get better quarter by quarter and the stock is up to $15 after hours.

Reply to baldeagle
qcmadness   04-20-2007 at 12:52:59 AM
- 0 +

Quote :

Hector told everyone it will get better quarter by quarter and the stock is up to $15 after hours.



Because of this:
http://yahoo.reuters.com/news/arti [...] ews&rpc=44

Reply to qcmadness
SuperFly03   04-20-2007 at 01:25:52 AM
- 0 +

Quote :

AMD: $937M (Revenue in Q1: $1233M)
Intel: $4366M* (Revenue in Q1: $8852M)

* Includes Raw materials, Work in process and Finished goods ($1509M)

Now AMD's inventory level is higher than Intel's. They should have started the production of NGA products before they get doomed.

Source:
http://media.corporate-ir.net/medi [...] elease.pdf
http://www.amd.com/us-en/assets/co [...] esults.pdf



Where the hell did you come up with this idea that 937M > 4366M?

If you mean higher per $ of revenue.... well that's a funny calculation.

Reply to SuperFly03
qcmadness   04-20-2007 at 01:28:26 AM
- 0 +

Quote :

Where the hell did you come up with this idea that 937M > 4366M?

If you mean higher per $ of revenue.... well that's a funny calculation.



The amount of inventory level should be determined by time-period basis but not value basis.

Intel can sell all of its inventory for half a quarter but AMD cannot. AMD has to sell them all for longer than 2/3 quarter.

Reply to qcmadness
SuperFly03   04-20-2007 at 01:30:53 AM
- 0 +

Quote :

Where the hell did you come up with this idea that 937M > 4366M?

If you mean higher per $ of revenue.... well that's a funny calculation.



The amount of inventory level should be determined by time-period basis but not value basis.

Intel can sell all of its inventory for half a quarter but AMD cannot. AMD has to sell them all for longer than 2/3 quarter.

Then you aren't talking inventory level per say, you are talking inventory turnover. That is VERY different, this is why you had me confused.

Edit: Intel's turnover is slightly higher than AMD's. AMD doesn't have their inventory broken out by type and Intel does, this is distorting your numbers.

AMD's overall Inventory turn over is .95 and Intel's is 1.01, so AMD > Intel on inventory turnover.

Reply to SuperFly03
qcmadness   04-20-2007 at 01:52:27 AM
- 0 +

Quote :

Then you aren't talking inventory level per say, you are talking inventory turnover. That is VERY different, this is why you had me confused.

Edit: Intel's turnover is slightly higher than AMD's. AMD doesn't have their inventory broken out by type and Intel does, this is distorting your numbers.

AMD's overall Inventory turn over is .95 and Intel's is 1.01, so AMD > Intel on inventory turnover.


Okay, thanks :oops:
I have mixed up the terms.

Reply to qcmadness
SuperFly03   04-20-2007 at 01:53:43 AM
- 0 +

Quote :

Then you aren't talking inventory level per say, you are talking inventory turnover. That is VERY different, this is why you had me confused.

Edit: Intel's turnover is slightly higher than AMD's. AMD doesn't have their inventory broken out by type and Intel does, this is distorting your numbers.

AMD's overall Inventory turn over is .95 and Intel's is 1.01, so AMD > Intel on inventory turnover.


Okay, thanks :oops:
I have mixed up the terms.

No worries, that's why we have boards, to discuss these things. :D

Reply to SuperFly03
qcmadness   04-20-2007 at 01:55:59 AM
- 0 +

Quote :

Then you aren't talking inventory level per say, you are talking inventory turnover. That is VERY different, this is why you had me confused.

Edit: Intel's turnover is slightly higher than AMD's. AMD doesn't have their inventory broken out by type and Intel does, this is distorting your numbers.

AMD's overall Inventory turn over is .95 and Intel's is 1.01, so AMD > Intel on inventory turnover.


Okay, thanks :oops:
I have mixed up the terms.

No worries, that's why we have boards, to discuss these things. :D

My concern is that how Intel / AMD flush their old inventory into the market once they have next gen. products coming. Now Intel is at the better position.

Reply to qcmadness
SuperFly03   04-20-2007 at 02:01:00 AM
- 0 +

The typically have a fire sale and/or choose to ship their products to different markets.

What would be last generation to us may be a new tech to someone in North Africa, or Eastern Europe, or China. Emerging markets are a good place to resell inventory that may have been fully reserved for in the US (meaning written off on the income statement).

Note: I am not taking shots at these markets and calling them less developed, I am saying they have a different market environment from Western Europe and the United States.

If they still can't sell it, they likely donate it to a nonprofit organization or school system for public relations reasons because they can't get any cash for it so they might as well get good publicity for them.

Reply to SuperFly03
YO_KID37   04-20-2007 at 02:05:46 AM
- 0 +

AMD got lots of publicity for their Groklaw.net donation of those Two Opterons. It's still being talked about to this day.
Just do some more donations or helping out like this, maybe donate a 35W Turion X2 To Stephen Hawking and the PR department of AMD is going to be given Nobel Peace prizes :lol:

Reply to YO_KID37
irishsk8rpatrick   04-20-2007 at 02:19:05 AM
- 0 +

AH, Stephen Hawking is hilarious, his books atleast.

Reply to irishsk8rpatrick
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