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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (80550)11/20/1999 4:56:00 PM
From: Goutam  Read Replies (2) of 1572776
 
Jim, and All,

I think, it's the appropriate time to start AMD Q4 ESP contest. Here are the details -


AMD Q4'99 EPS Contest
=====================


JC, ACESHARDWARE, and YAHOO Message board posters are welcome to join.
See the details at the bottom.

More items are added to the contest(all for Q4'99) to make it more
interesting - Contest Items
=============

1) Earnings for Share(EPS)
2) Athlons Shipped and Average Selling Price(ASP)
3) K6-X shipped and ASP
4) Memory Group Revenues
5) AMD stock closing price on the day after the earnings announcement.

_______________________________________________________________________

Some useful info to come up with better estimates:

o Q3'99 - Computation Group Sales: $368M (55% of total revenues)
- Memory group Sales: $206M (31%)
- Communication group Sales: $70M (11%)
- Other Sales: $18M (3%)<- ($11M from Lattis-Vantis related Fab work)
- Net Sales - $662M
- CG&A, R&D, & interest Expenses- ~$768M
- CC Info - $850M break even, low double digit growth in the Flash
Business Memory group), 800K Athlons production


o Recent Analysts Meeting - 1M K7 shipments possible,
Athlon 750 & k6-3 533 releases in Dec'99


o Average EPS Estimate (from Yahoo) - 20 Cents loss

Other Message boards participation -

Yahoo AMD Message Board - Post on the yahoo msg board with the subject
title "SI AMD Contest" to participate.

JC and ACESHARDWARW Message boards - post on your respective message boards
under the thread "SI AMD Contest"

Winners Selection

Winners will be selected from each Message Board and also from all the message
boards combined in the following categories -

o For each of the contest item (EPS, K7 Shipments/ASP, etc.)
o Overall winner - all the items combined - (we will make up rules on how to
determine overall winner as we go along. Any suggestions will be appreciated)

Good luck to all the AMD investors.

Best regards,
Goutama
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