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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.90-0.1%Dec 26 3:59 PM EST

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To: Maverick who wrote (5598)8/18/2000 3:13:20 PM
From: niceguy767Read Replies (1) of 275872
 
Maverick:

September thru December shaping up awesomely for AMD!!! 7 million processors in Q3 and 9 million in Q4 (not to mention potential growth rate for 2001). With an increasing ASP, wonder how much additional eps those incremental 2 million Athys will contribute in Q4...Heck, based on 1200 Athys in Q1, AMD earned $1.15...Wonder how much they'll earn in Q4 when 7.6 Athys, 3.6 million of which are "incremental" over Q3 Athys (i.e lower margins in addition to Q3 base eps) are shipped...$3.00 in Q4 is very conservative from this perspective!!!
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