SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: Charles R who wrote (125740)10/10/2000 7:37:24 PM
From: tejek  Read Replies (1) | Respond to of 1589092
 
<I see your point. It would only matter if the actual sales were cannabalized as well.>

You had it right the first time.


Chuck,

How's that?

Harry reminded me that AMD doesn't book a chip sale until the OEM has sold the chip in a PC. While Q3 chip shipments may be cannabalized from Q4, I would not expect that many Q4 sales to be pulled into Q3. So even though AMD shipped them in Q3, most of the chip sales would become Q4 revenue.

Clearly, you think I am missing something.

ted