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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Yougang Xiao who wrote (82050)	12/4/1999 2:49:00 PM
From: Kenith Lee	Respond to of 1572955

I don't think AMD will ever win the hearts from the Intel longs. If Jerry shows 920M, then the nay sayers will say flash is the sole saver for the company (CPU is the money loser). If he puts what the actual sales is, he may not meet the expectation of quarter to quarter growth, in term of percentage. Either way, AMD looses.

To: Yougang Xiao who wrote (82050)	12/5/1999 3:27:00 AM
From: Petz	Read Replies (1) \| Respond to of 1572955

Yougang & KL, <roll some of the profits/sales to next quarter to smooth out the growth.>> I agree this is desirable. Demand can really drop from Q4 to Q1, especially because 3/4 of AMD's chips go to the retail segment. I don't think there is much "wiggle room" on when revenues get recognized -- after all, AMD's hungry customers might not like their shipments being delayed until January. On the expenses side, AMD could probably do some things to raise expenses in Q4 which would lower them for Q1. For examples, pre-paying advertising expenses, and "expensing" rather than capitalizing equipment purchases, which would have the effect of lowering depreciation in later quarters. Petz