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Politics : Formerly About Advanced Micro Devices
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To: kapkan4u who wrote (104015)4/11/2000 8:41:00 PM
From: Charles R  Read Replies (1) of 1576803
 
Kap,

<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.>

It is even better than this. The incremental revenues from last quarter (~$100M) will be at a gross margin of 70-80% (70% is a pretty conservative number given the Athlon/K6/Flash mix I think we have - 80 is a stretch).

Add to this the reduced marketing expenses (per Q4 guidance).

Viola! That does it.

Chuck
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