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

To: tejek who wrote (125729)	10/10/2000 6:58:34 PM
From: hmaly	Read Replies (1) \| Respond to of 1570941

Tejek Re..<<<<So CPQ would have no recourse but to drop its Q4 order to 200k, or 500 k less than expected. If everyone did that, then AMD's Q3 will look great but Q4 guidance will have to be reduced.<<< Ted, that may be the case with intel but AMD doesn't count sales until they are sold to the customer. In this case it would affect no. of units shipped but not no. of units sold.

To: tejek who wrote (125729)	10/10/2000 7:21:48 PM
From: EricRR	Read Replies (1) \| Respond to of 1570941

So CPQ would have no recourse but to drop its Q4 order to 200k, or 500 k less than expected. If everyone did that, then AMD's Q3 will look great but Q4 guidance will have to be reduced. But this doesn't work, because at the rate clock speeds are going up the shipment would lose almost half its value in that period of time. (3 months) Or maybe it would work at a company whose clock speeds aren't going up very fast, but that wouldn't be AMD!