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

To: Petz who wrote (101685)4/3/2000 2:20:00 PM
From: Goutam  Read Replies (1) | Respond to of 1578744
 
Petz,

>I again expect production to exceed sales. It takes a lot of chips to "fill up the
> channel." But I'm not sure how AMD accounts for sales to the major OEM's. If AMD ships
> 100,000 chips to Compaq, and Compaq has built 70,000 PC's
>(so far) with these chips, has shipped 60,000 to warehouses and retail stores, and 40,000
> have sold to end users, how many of the 100,000 chips are counted in sales

Good question. It may depend on how the OEMs book their sales - if they book systems leaving their shipping dock as a sale, then I guess AMD would book that as a sale too. I strongly suspect that AMD books it as a sale once the CPUs are in the systems.

Goutama



To: Petz who wrote (101685)4/3/2000 8:33:00 PM
From: eplace  Read Replies (1) | Respond to of 1578744
 
Petz...OT...are you still holding RMBS puts? Down another 37 and change today. I bet there is some real pain going on for some of those traders that took that ANALyst's (can't remember which one) recommendation that it was going to 500.

Ed


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