Dan and all,
Well, it's time to start the Q1-2000 EPS contest:
AMD Q1-2000 EPS Contest =====================
JC, AMDZONE and YAHOO Message board posters are welcome to join. See the details at the bottom.
Contest Items =============
To enter into the contest, please supply your guestimates (in USD $ wherever applicable) for one or more of the following:
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 AMD Financial Info: ===============================
Q3-1999 Q4-1999 ============== ============ Computation Group Sales(CPG)__: $368M, 55% $577M, 60% ____ +57% Memory group Sales ___________: $206M, 31% $275M, 29% ____ +33% Communication group Sales ____: $70M, 11% $94M, 9% ______ +34% Other Sales __________________: $18M, 3% $23M,2% _______ +28% Net Sales -___________________: $662M $969M _________ +46% CG&A, R&D, & interest Expenses: ~$774M ~$903M ________ +16% Cash and Cash equivalents ____: $377M $597M _________ +58% Inventory ____________________: $234M $198M _________ -15%
Please note that CPG - Q4-1999 revenues consist of K7, K6-X, Embedded Controller and Chipset revenues. Last quarter K7 and K6-X revenues were close to $497M, and embedded and chipset revenues were about $80M.
o Average EPS Estimate (from Yahoo 2/29) - +$0.36
Other Message boards participation - ==================================
Yahoo AMD Message Board - Post on the yahoo msg board with "SI AMD Contest" entered in the "Subject" box.
JC and AMDZONE Message board - post on your respective message boards under the thread "SI AMD Contest"
Winners Selection =================
Message 12443362
Q4-1999 AMD EPS Contest =======================
o Final table of guestimates Message 12608753
o EPS estimates - Top 5 winners Message 12620315
o Closing stock price estimates - winner list Message 12634085
o Contest winners list - Compiled by John Petzinger Message 12681860
Good luck to all the AMD investors.
Best regards, Goutama |