Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.78

-4.8%

Dec 12 9:30 AM EST

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To: Sarmad Y. Hermiz who wrote (207606)	8/4/2006 4:40:42 PM
From: plantlife	Read Replies (1) of 275872

Are you factoring the Intel inventory numbers into your profit margins. I think Intel Ships to OEMs and counts it as a sale when it is shipped. If it is not sold, it is shipped back to Intel, and added to their inventory. AMD sales are counted when the customers sells the part. This is what I heard on an AMD CC about three years ago. In short, Intel is hard to pin down on Inventory questions especially as it pertains to Dell which has its quarter end one month after Intel does. It is said, (I can't verify this, maybe nobody can) that when Dell ships it back to Intel, it is too late to be counted as their quarter is over. This makes reporting their financial results more vague and more difficult to pin down to the exact numbers. This may be more smoke than fire, and could be incorrect, but I don't think it's easy to get a good idea of Intel's numbers in any account because they are so big.

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