Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Yougang Xiao who wrote (104644)	4/12/2000 10:34:00 PM
From: Charles R	Read Replies (1) of 1577338

Yougang, <Would you please give us your take on the CC? > Sure! Here is my take: - It was beautiful! - Jerry was well behaved (though I still think he talks more than he should about competition) - 600 WSW at Dresden but that indicates a SOLID ramp - Q2 seems sandbagged (not as much as Q1 but still). The backhalf seems more reasonable but it is too early to tell. - I am looking for $1.50-$2.00 EPS for Q2 and feel comfortable with $6 for the year. Personally, I expect most analysts to come at $4-$7 for the year and with a 30 multiple we should get to $120 stock price fairly soon. Good luck to the longs, Chuck

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