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Re: xp50000 post# 31560

Thursday, 04/15/2004 11:39:45 AM

Thursday, April 15, 2004 11:39:45 AM

Post# of 97595
Account receivable increase = revenue increase.

AMD stuff the channel.


This theory only makes sense if AMD was trying to meet guidance or expectations. They beat both of these easily, so why would they want to stuff the channel? They wouldn't. The answer is they deferred some sales into Q2 to make Q2 look better. Even more reason the stock should be UP!

HailMary

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