Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 236.64

+5.9%

10:03 AM EST

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To: aburner who wrote (4993)	8/14/2000 4:13:16 PM
From: andreas_wonisch	Read Replies (1) of 275872

Aburner, wow, great work! Looks like we will have a terrific 4th quarter. Some thoughts/additions from me: - Maybe you could include the earnings from the comm division sale in your calculation? It's a one time gain but there was a (minor) one time gain in Q1 as well (included in the Q1 1.15 EPS). - The ASPs in Q2 could be higher if we assume a 1:1 mix of 7th generation chips and K6s if the ASPs for Athlons/Thunderbirds stay in the $200 region and Duron shipments stay relatively low. Of course this wouldn't conform with AMDs guidance (>$100 in Q4). - The chipset revenues in Q4 should be higher due to 760 sales. If we assume up to 500,000 units (Joe even suggested some million units but I think this is unlikely) this would be approx. 20 million more revenues (asuming ASPs of $40 for the chipsets). Andreas

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