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Politics : Formerly About Advanced Micro Devices
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To: kapkan4u who wrote (104015)4/11/2000 8:28:00 PM
From: niceguy767  Read Replies (1) of 1576920
 
kapkan4u:

Re: "Assume $1.1B revenue with Q4 break-even ($900M) and 50% margins. We get $200M divide by 2 divide by 150M shares equals $.66 EPS. To get $1.00 EPS AMD will need about $1.2B.

Comment: There is a distinct possibility that incremental margins are greater than 50% if non-Athy and Athy ASP's increased and flash prices in their Q1 scarcity rose...Low end is $0.70 and high end is $1.20 according to my formulations..Any eps above MOT's ($124, and will rebound tomorrow) $0.59 could easily result in a significant AMD upward price revaluation!
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