Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.53

+1.5%

Nov 28 9:30 AM EST

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To: jjayxxxx who wrote (188525)	3/6/2006 12:30:33 PM
From: jjayxxxx	Read Replies (1) of 275872

06Q1 "Mid-Quarter Forecast" EPS Contest Update epscontest.com Now that AMD has had their presentation this morning, and Intel has given their mid-quarter guidance, there is no reason to hold back: There is now less than 3 days for new Mid-Quarter entries, or for existing entrants to revise... A quick word about losing your bonus vs. standing pat with what might be a 'bad' entry... In my opinion the bonus is only large enough to make a difference between similar entries (good, bad, or otherwise). If you think your numbers will be significantly off you would be wise to change them even though you'll lose your bonus. By the same token, if you like your chances with your existing numbers it might be worth leaving them alone just to keep a relatively large bonus. Take a look at my entry as a good example: epscontest.com My total Intel revenue is just a touch over their new guidance range (8700-9100), and it is still slightly below the entry mean/median (which may or may not change). I am debating about whether or not to change it, but at this point I'm leaning toward no change because the value is still within reason and I can keep a healthy bonus. I'd kick myself if I changed it and they came in at 9127... On the other hand, folks with their Intel revenue in the 9400-9500 range, well, as a 'neutral' moderator I'm not going to recommend anything, but let's just say that's why we have the revision option. ;-) After Intel reports we can apply 20/20 hindsight to see which way would have been the best. BTW, keep in mind that the Analyst estimates for Intel are out-of-date and basically whacked (FWIW)... ENTRY FORM: epscontest.com REVISION FORM: epscontest.com Regards, JJ

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