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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: pgerassi who wrote (2202)7/25/2000 12:28:23 PM
From: kash johalRead Replies (1) | Respond to of 275872
 
Pete,

Let me reiterate again.

Intel counts revenue only after shipments OUT of distribution.

NOT when it ships products to distribution.

You are correct that everybody else does this.

What Intel does that is unusual is as follows:

Disti sales are fed into a corporate account.

After credits and rebates etc sales are allocated to the biz units.

Several folks questioned this a few quarters ago as it seemed to show some real channel stuffing by intel.

But the fundamental point is that intel is managing disclosure this way to obfuscate.

regards,

Kash



To: pgerassi who wrote (2202)7/25/2000 12:38:42 PM
From: SisterMaryElephantRead Replies (2) | Respond to of 275872
 
pgerassi,

<I think that in no way does AMD count this in. You do not consider things as sold when shipped to distributors but only when the product that is shipped to these distributors is sold to an end user.>

How is it possible then, for AMD to claim that it is "all sold out" for Q3?

SK


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