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

To: david_langston who wrote (3587)	8/3/2000 5:32:16 PM
From: david_langston	Respond to of 275872

AMD's international sales percentages for the last four years. Q1 Q2 Q3 Q4 '97 56 54 60 56 '98 55 48 52 60 '99 58 58 63 63 '00 59 61 It looks to me as if the percentages are definitely increasing - especially after accounting for seasonality and the Asian flu. Dave

To: david_langston who wrote (3587)	8/3/2000 6:42:40 PM
From: 5dave22	Read Replies (3) \| Respond to of 275872

David, re: sale recordings Are you sure about this? I think there has been some name game playing and certainly some ambiguity in this area over the last couple of quarters - coming to light recently. I seem to recall Jerry saying in a CC that a sale is NOT recorded until it was in the hands of the end user. HP is not the end user. Now they use the term "sold-out". I'm worried that this is carefully orchestrated verbiage by AMD. Let me know your thoughts, thanks. Dave