Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Goutam who wrote (102599)	4/6/2000 5:01:00 PM
From: Charles R	Read Replies (1) of 1575179

Goutama, <Welcome back.> Glad to be back and thank you for the nice words. <How about posting your estimate for the Q1 EPS contest (EPS, K7s sold/asp, k6s/asp, flash sales & closing stock price on 4/13)? The contest has been closed, but I'm sure no body would complain if we make an exception for you.> I am hesitant to put down K7 numbers but since I have the unfair advantage that Jerry prereleased numbers here is my guess: It looks like AMD will do about 1.2-1.3M at an ASP of about 200. On the K6 side it is probably 5Mu at about $50. Flash will be up about 15% from last q. I was estimating 1.05-1.1 for revenues and possibly higher than 1.1B if AMD can crank up on the production but Jerry said about 1.06 so I will go with 1.07 ;-) EPS: $1 Since I have an unfair advantage please feel free to skip the numbers stuff this time. Stock price estimate: Since I am terrible at calling short term movements let me say it is somewhere between 65 and 90. Chuck

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