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B3D News · 20-Jul-2007, 16:02

AMD reported their 2Q results yesterday evening at the close of business. They include elements in which both optimists and cynics will find support for their views.

Read the full news item

3dilettante · 20-Jul-2007, 17:30

Is it valid to assume that margins from now on can be expected to be treated as being 2% higher due to the Q2 inventory write-off?

The inventory amount for June is 46 million less than the last entry.
It gives the impression there's more sitting around they may have neglected to write off.
How do we know they won't be writing off more?

Geo · 20-Jul-2007, 17:44

We don't, any more than we know for sure they won't toss in another $50M of "acquistion and integration related" charges in 3Q.

There are always ways for management to gild the lily a bit, but they grow old when they keep appearing quarter after quarter. We'll have to wait and see on both of those items for next Q.

20-Jul-2007, 16:02	#1
B3D News Beyond3D News Join Date: May 2007 Posts: 440	AMD 2Q: Good news and bad AMD reported their 2Q results yesterday evening at the close of business. They include elements in which both optimists and cynics will find support for their views. Read the full news item

20-Jul-2007, 17:30	#2
3dilettante Senior Member Join Date: Sep 2003 Location: Well within 3d Posts: 4,136	Is it valid to assume that margins from now on can be expected to be treated as being 2% higher due to the Q2 inventory write-off? The inventory amount for June is 46 million less than the last entry. It gives the impression there's more sitting around they may have neglected to write off. How do we know they won't be writing off more? __________________ Dreaming of a .065 micron etch-a-sketch.

20-Jul-2007, 17:44	#3
Geo Mostly Harmless Join Date: Apr 2002 Location: Uffda-land Posts: 9,156	We don't, any more than we know for sure they won't toss in another $50M of "acquistion and integration related" charges in 3Q. There are always ways for management to gild the lily a bit, but they grow old when they keep appearing quarter after quarter. We'll have to wait and see on both of those items for next Q. __________________ "We'll thrash them --absolutely thrash them."--Richard Huddy on Larrabee "Our multi-decade old 3D graphics rendering architecture that's based on a rasterization approach is no longer scalable and suitable for the demands of the future." --Pat Gelsinger, Intel ". . .its taking us longer than we would have liked to get a [Crossfire game] profiling system out there" --Terry Makedon, ATI, July 2006 "Christ, this is Beyond3D; just get rid of any fker talking about patterned chihuahuas! Can the dog write GLSL? No. Then it can fk off." --Da Boss

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