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

To: Joe NYC who wrote (95145)	2/25/2000 4:04:00 PM
From: Elmer	Read Replies (2) \| Respond to of 1573848

Re: "I think you are making too much out the inventory. AMD had a blowout quarter, so maybe they saved some pennies for the uncertain future, by not recognizing the sales of some Athlons. Many companies do this. Another benefit: Q1 probably starts with 8 to 10 cents "in the bank" While all this may be true, I'll ask the original question again about Dresden being a good decision. Where's the evidence? EP

To: Joe NYC who wrote (95145)	2/25/2000 5:17:00 PM
From: Epinephrine	Read Replies (1) \| Respond to of 1573848

RE: <I think you are making too much out the inventory. AMD had a blowout quarter, so maybe they saved some pennies for the uncertain future, by not recognizing the sales of some Athlons. Many companies do this.> Jozef, This may be my imagination too (Ted, :o)) but that's the impression that I got as well. Jerry was explaining about not recognizing the sales in the conference call and when an analyst said something that challenged that Jerry nearly bit his head off. I think the amount of emphasis AMD put on making sure that everyone understood that they weren't recognizing certain sales last quarter was because they knew that they had already blew out Q4 and they were deferring the realization of some borderline sales so as to pad Q1 against a worst case scenario. Just my crackpot opinion :) Thanks, Epinephrine