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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (125729)10/10/2000 6:58:34 PM
From: hmaly  Read Replies (1) of 1571011
 
Tejek Re..<<<<So CPQ would have no recourse but to drop its Q4 order to 200k, or 500 k less than expected. If everyone did that, then AMD's Q3 will look great but Q4 guidance will have to be reduced.<<<

Ted, that may be the case with intel but AMD doesn't count sales until they are sold to the customer. In this case it would affect no. of units shipped but not no. of units sold.
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