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 (118877)	7/3/2000 4:07:14 PM
From: Charles R	Read Replies (1) of 1578611

Goutama, <To all: Q2 EPS Contest> This quarter's contest has become a complete crapshoot (more so than ever) because of the motherboard situation. Fab capacity numbers suggest that any unit output between 6.5-7.5Mu is entirely possible. With K6s around 4.7M (+/- 200k) and the rest being Athlons and Durons. Depending on the assumptions made about tax rates and ASPs earnings could be anywhere between $1.30-$2.10. Given the spread and given that there are still almost no KT133s are shipping, there is a good chance that the some of the bulls may be disappointed - Good luck to the participents. Chuck P.S.: Even the $1.30 number is quite OK since the street expectations at about $1.10 are much lower than internet bulleting board expectations.

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