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 : Intel Corporation (INTC)
INTC 36.27+0.3%3:14 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Windsock who wrote (139057)7/11/2001 5:26:55 PM
From: Tenchusatsu  Read Replies (2) of 186894
 
Windsock, <AMD pulled a "record order" into Q2 delivery from Q3. Otherwise AMD would have probably suffered a loss in Q2.>

I heard that order was around $60M, which at AMD's low ASP translates to nearly one million CPUs. The question is whether that order was made up of chips already in inventory (thereby contradicting AMD's previous statements that they have their inventories under control), or whether that order is an advance payment for chips made in Q3 (which amounts to bringing forth revenue from Q3 to Q2 just to make the quarter).

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

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News