Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (23837)	10/2/1997 3:03:00 PM
From: James Yegerlehner	of 1581932

Paul- Thanks for explanation. So, does anyone know: has AMD been "stuffing" the channel by recognizing revenue as soon as the parts ship, instead of waiting until the stuff is resold? My guess is they are: recall that in the first calendar quarter there was that positive earnings surprise because they shipped more K5's than they were expected to. If they weren't recognizing revenue right away, then the revenues would have shown up in the following quarter. Corel was following the same practice: they recognized revenue when it shipped to the distributor, and it has since come back and bit them in the you-know-what. See their recent releases and quarterly result. Jim

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