Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 238.23

+2.8%

12:02 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: aburner who wrote (4993)	8/24/2000 12:14:35 PM
From: niceguy767	Read Replies (1) of 275872

aburner: Don't know if I thanked you for your very comprehensive analysis and projections...Definately a keeper!!! The sole source of potentially significant differences in our estimates are (as was previously mentioned) AMD is likely to include a capital gain in Q3 wrt the sale of the Comm division of about $0.50 eps which would raise your Q3 estimate to a split adjusted $1.25 and ASP's for Q3 and Q4 are both likely increasing at rate higher than AMD's guidance of $1.00 for Q4 owing to the probable change in mix from Q2 of 75% K6's at $50 to 20% K6's in Q4 at $40 or conversely from 25% $200 Athys in Q2 to 80% $170 Athys in Q4...If Athy ASP remains above $150 which is not improbable, Q4 ASP rises to about $125 which increases your Q4 estimated revenues for computer products group to about $1.25 billion and earnings to $1.50 or more...Thanks again for your post...It provides a fabulous frame of reference going forward!

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next