Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 253.73

+1.6%

Jan 22 3:59 PM EST

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To: ajbrenner who wrote (12016)	10/8/2000 12:21:38 AM
From: porn_start878	Read Replies (1) of 275872

Isn't taht a big jump over previous estimates? I may be totally wrong and, if so, I apologize, but would it be possible that you forget that those are based on a pre-split number of shares. 5.23 post-split would be arch a big jump!!! The funniest is that as virtually all the chips will be Athlon derivates and the ASP should be in the 120's we could get close to that number. Quicly you have (averaged for the 4 Quarter) (9 + 10 + 12 + 15)millions K7s at say $120 each = 5520M ... produced at around 60$ each (which include depreciation R&D etc) (remember the switch to .13 lower the costs in Q4) = 2760M (500 + 550 + 600 + 650) in flash = 2200M ... say produced at 45% of the cost = 1210M the rest of the business is neglictible IMO... i consider it as breakeven (the little profits slightly upset too optimistic prod costs) (3750M)/400 millions shares = 9.375 pre taxes 7 per share ? this was quickly done... I must be wrong somewhere (production costs?) but my revenues estimates are not that optimistic (is ASP too high?) Max Cautionary statement : Do not consider as serious predictions...

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