SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 242.19-1.7%Feb 3 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: pgerassi who wrote (2202)7/25/2000 12:28:23 PM
From: kash johalRead Replies (1) of 275872
 
Pete,

Let me reiterate again.

Intel counts revenue only after shipments OUT of distribution.

NOT when it ships products to distribution.

You are correct that everybody else does this.

What Intel does that is unusual is as follows:

Disti sales are fed into a corporate account.

After credits and rebates etc sales are allocated to the biz units.

Several folks questioned this a few quarters ago as it seemed to show some real channel stuffing by intel.

But the fundamental point is that intel is managing disclosure this way to obfuscate.

regards,

Kash
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News