S3 (A LONGER TERM PERSPECTIVE) Message Board

STOCKTALK

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 : S3 (A LONGER TERM PERSPECTIVE)

SIII 0.0001000

0.0%

May 12 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Phil Fischer who wrote (7156)	11/3/1997 6:31:00 PM
From: Ken Muller	Read Replies (3) of 14577

Phil: I guess this kind of thing happens when you don't have a CFO in charge. He must have had a hernia when he was pouring over the numbers! Writeoff versus Revenue Shift Let's look at the results, however. Unless something else is going on (double-counting), the sales thru the distribution channels will be credited during this 4th quarter and maybe a little during the 1st quarter. (Its highly unlikely the distys in the Far East keep more than 13 weeks of inventory.) The prices at which the material was sold to the distys will not change. So, revenues for the year shouldn't change too much (other than some which will end up in first quarter.) Not a big confidence builder! Wonder if anyone knew about this ahead of the announcement... Ken

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next