Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: DRBES who wrote (93823)	2/17/2000 9:11:00 AM
From: niceguy767	of 1576458

DRBES: Re: "Well, GOLLY GEE, do you suppose that if that is the case, management might feel compelled to further revise up their earnings guidance, to such numbers as $0.69/share as I suggested just prior to their most recent revision of earnings guidance?" Comment: Hope so! But think it was already heavily implied by AMD's comments on Feb. 11, when it was suggested that Q1 revenues might exceed the record Q4 revenues of $968 million, given that Q1 is traditionally a relatively weak "revenues" quarter! Higher Q1 revenues means higher earnings than Q4 of $0.43 if flash profit contribution equals Q4. Q1 earnings may be significantly higher (i.e. $1.00 plus) if microprocessor mix is altered significantly...i.e 2/1 mix ratio (non-Athy/Athy))! (Think I've just convinced myself to buy some more AMD while I can still get it below $45!)

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