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
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Goutam who wrote (81729)12/13/1999 2:59:00 PM
From: Petz  Read Replies (1) of 1573216
 
Goutama, new estimates for competition:
EPS: $0.34 (was 0.32)
Athlon: 1.1M shipments @ $250 (was 1.1M @ $270)
K6x: 4.8M@$50 (was 5.0M @ $56)
Flash: $270M (was $300M)
Stock price: $35 (was $40.19)

I lowered my optimistic Flash because of continued reports of softness in spot pricing, lowered Athlon ASP because Athlon 500 systems seem to be almost half of retail sales, lowered K6 ASP because 450's seem to outnumber everything else combined. I had forgotten about embedded and chip set revenues (about $85M), so my EPS actually goes up a bit.

My stock price prediction was lowered because the combination of units and ASP's above results in an overall average of just $87, which will be considered disappointing to some.

Petz
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News