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

To: Maxwell who wrote (38423)	10/6/1998 5:35:00 PM
From: Paul Engel	Read Replies (6) \| Respond to of 1576346

Maxwell - Re: "They probably defer extra revenue as a safety margin for next quarter. " An equally plausible explanation is that AMD stuffed the distribution channel just to get 3.8 million out the door. Do you have any proof of your explanation ? Paul

To: Maxwell who wrote (38423)	10/6/1998 5:41:00 PM
From: Maxwell	Read Replies (3) \| Respond to of 1576346

AMD Q3 Competition Preliminary Results: I am waiting to see if the # of K6-2-350 shipped will be revealed in tonight CC. In the mean time, the AVERAGE CONSCENCUS predicted accurately of EPS=$0.01. That is why they say a team is smarter than an individual. Q3 Revenue EPS #K6/K6-2 K6-2-350 ASP (M) ($) (M) (K) ($) Actual 686 0.01 3.8 ??? 100.26 Average 673 0.01 3.94 383 96.06 Maxwell

To: Maxwell who wrote (38423)	10/6/1998 5:52:00 PM
From: Maverick	Read Replies (1) \| Respond to of 1576346

They probably defer extra revenue as a safety margin for next quarter.. yes, From my source, they shipped 4 MM K6-2 & K6. It shows up in Account receivable (money customers owe) increases to $372,393,000.