Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 236.73

-6.1%

Jan 30 9:30 AM EST

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To: firthoffourth who wrote (196686)	5/13/2006 11:58:12 PM
From: Sarmad Y. Hermiz	Read Replies (1) of 275872

The problem with the text you cited is it implies AMD received money for chips it did not actually ship. I don't think such an event occurred. I think the deferred revenue is for chips that did ship, but they are subject to return or price protection. My reading of the deferred revenue increase is that of the $1.3B revenue to AMD in q1, $53m went to increase distributor inventory. Not that there is an additional $53m that is not counted in revenue. If that was the case, it would just be in the inventory line.

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