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To: 5dave22 who wrote (3614)	8/3/2000 7:12:45 PM
From: david_langston	Respond to of 275872

Dave, I've only heard of the "end-user" and "sell-through" terminology used in reference to distributors. Never OEM's. Look those OEM's get monster discounts as an inducement to buy chips and as partial price protection for pending price reductions that will take effect before they receive all of their contracted chips. They're not going to get guaranteed profits from the chip makers by being allowed to defer payment for the chips until the boxes are sold as well! If that was the case, they would never report inventory problems. The component makers would bear all the inventory risk. Right? Dave

To: 5dave22 who wrote (3614)	8/3/2000 7:18:22 PM
From: steve harris	Read Replies (1) \| Respond to of 275872

Dave, This gets discussed every quarter. :o) unless things have changed.... jc-news.com "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 -- Q: Does penetration include servers and workstation? 2nd tier commercial suppliers are now shipping Athlon systems -- Q: Shipped recorded as sales? -- A: Absolutely not. Only records a sale when end user buys it." Thanks JC. steve

To: 5dave22 who wrote (3614)	8/3/2000 7:30:07 PM
From: AK2004	Respond to of 275872

Dave it seems that Jerry made a difference between shipping and selling and yet at the same cc they used "shipping" for both "selling" and "shipping". But one thing I recall is that at the end Jerry said that the number that was used was the number for sold units and that the number of chipped is considerably higher but refused to give the number shipped. Now, having said that I do not belive that the "sold-out" belong to the either category that is sold or shipped. IMHO, "sold-out" refers to booking and as such is not written in stone. Regards -Albert