Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: aburner who wrote (4831)	8/13/2000 8:02:24 PM
From: niceguy767	Read Replies (2) of 275872

aburner: It's important we isolate our difeerences here given the large projected disparity between your Q3 and Q4 eps estimate and mine... Basically what I'm saying is take Q2 eps of $1.51 (before tax) and add on whatever eps profit is added by shipping 1.8 million additional Athys in Q3 and 3.6 million Athys in Q4...ASP's are assumed flat over Q2 given reduction in K6 volume and perhaps(?) offset by reduction in Athy margin...My guess is that the $400 million additional revenues from the Athys less $50 million for k6's will result in Q3 incremental revenues of $350 million which will contribute at least $150 million in incremental income (before tax) to the bottom line in Q3 and, similarly $450 million in additional income in Q4 which assuming a Q2 base of $1.51 results in a minimum of $2.00 and $3.00 eps in Q2 and Q3 respectively...

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