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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: pater tenebrarum who wrote (27003)	10/11/2000 3:55:04 PM
From: chic_hearne	Read Replies (2) of 436258

A word about the AMD earnings, which I view as absolutely mission critical to the markets. Consensus is $.62 I've ran the numbers over and over and I can't come up with anything lower than $.75 even after factoring in the potential weakness in PC's. Q1 I was under by $.30 and Q2 I was under by $.03 (BTW- my past two guesses were both closer than ANY of the ANALysts). If they earn under $.70, I think this signals MAJOR problems ahead for the semi's and the PC's. Say they beat by $.05, the talking heads will be trying to pump up the sector, but I'll be getting VERY worried for those sectors. FWIW- my estimate is $.78 with revs up 10% sequencially. I wouldn't be surprised if they crush these numbers.

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