Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.11

+3.9%

Nov 26 3:59 PM EST

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To: Pravin Kamdar who wrote (3560)	8/3/2000 3:53:25 PM
From: david_langston	Read Replies (2) of 275872

Pravin, By definition, no. AMD does not record a sale until it is sold to the end use That isn't quite correct. If AMD sold to a big OEM (say HP through HP's contact box assembler) 300K Duron units in the last two weeks of Sept. and the boxes with these units didn't end up on retailers shelves or into the retailers distribution system until Nov. 1, the 300K Duron parts would still appear as part of the Q3 revenues. Now all the big OEM's may have stream-lined operations as you said and this hypothetical situtation may no longer be valid as typical of OEM's operations, but the revenue recording aspect is correct. If AMD had shipped these chips to some distributor instead for eventual resale to a screw-driver shop during their Christmas-season build period, then you are correct about the recording of revenue. Dave

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