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

To: steve harris who wrote (103210)	4/9/2000 2:02:00 PM
From: brushwud	Respond to of 1574757

Q: Clarify different between shipped and booked? -- A:Didn't mention bookings, but they were strong for Athlons "Shipped" includes distribution, "sold" is actually sold This is wholly consistent with what I wrote. Q: Shipped recorded as sales? -- A: Absolutely not. Only records a sale when end user buys it. Now this sounds like "end user" might be an individual computer buyer. But it could also mean an OEM like Compaq. Remember that Compaq also has distributors (stores) and end users. So will AMD count revenue only when Compaq's end user buys it? What if he gets a 30-day return/exchange? Would AMD's silicon ingot vendor also wait to recognize revenue until Compaq's end user buys? I'm still unclear.