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

To: SteveC who wrote (103152)4/8/2000 10:04:00 PM
From: ajbrenner  Respond to of 1574683
 
Re:"These will be recognized as revenue in 2Q 2000. I suspect there are also Austin Athlons that will not be recognized as revenue until 2Q 2000."

Steve,

I would tend to agree with your assessment WRT AMD's desire to put off as much revenue as possible until Q2. With the huge growth in sequential profits, not to mention the growth of sales year over year, AMD now needs to increase both revenue and profits at a steady rate in order to live up to Wall Streets expectations.

ajb




To: SteveC who wrote (103152)4/8/2000 10:14:00 PM
From: Joe NYC  Respond to of 1574683
 
Steve,

I assume that they are the number of Athlons that AMD sold and is recognizing as revenue in 1Q 2000.

Good point. But still, there is only so much you can do as far as deferring revenues to the next quarter before you run into trouble accounting-wise.

Q1 was the best environment for selling Athlons, and once the computer has been sold, there is little room to maneuver for accountants.

Joe


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