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Politics : Formerly About Advanced Micro Devices
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To: Tenchusatsu who wrote (87250)1/15/2000 4:03:00 AM
From: tejek  Read Replies (1) of 1573435
 
I know what you guys expect come AMD earnings announcement. (It's on Wednesday, right?) But I wonder what the Street is expecting, especially as AMD approaches 40 and beyond. It'd be a shame for AMD longs if the Street says, "Oh, AMD only made 0.10 EPS last quarter? Gee, that's weak. Let's sell."

The consensus eps estimate for Q4 was just reduced in the past week from <$.07> to <$.06>. The range in estimates from analysts is from <$.25> to $.05. The whisper number two weeks ago was the same as the consensus estimate at that time: <$.07>.

It looks to me like the street will go nuts if AMD makes $.10 eps this quarter.

Of course, some of you are predicting 0.25 EPS and above. But if that were the case, wouldn't AMD have changed their story by now? Last time I heard, AMD said they might break even this quarter.

This thread leans towards irrational exuberance at times. I will be irrationally exuberant if AMD breaks even this quarter.

So I guess I'm wondering what the Street expects in light of INTC's earnings, the strength of AMD stock, and the fact that AMD hasn't gone beyond their "might break even" story.

I think the street pretty much knows AMD's 2000 roadmap and now wants to see if there really is a return to profitability. JMHO

ted

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