Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: niceguy767 who wrote (191522)	3/31/2006 9:58:50 PM
From: Cravey	Read Replies (3) of 275872

This is where I am getting my numbers. The other category has been restated for the bonus movement. Page 4 of the Q4 release on the AMD website. As you will see, the other category is now restated to small numbers. amd.com To your other question, I am expecting AMD revenue to push close to the $1.5B range in revenue, but only deliver $.43 in earnings. Mostly because of the increased depreciation for Fab 36 ($30 to $50M), ISO charges of $15M, and increased opex of roughly $30M. Incremental margin on sales, less interest charges, and reduced bonus amounts will help offset these increases. Like you, I am having issues reconciling the Intel reduction in revenue to the total market numbers. Last year the market only reduced 2% q/q in processor revenue, if that was true again AMD would be up over $1.8B. I am not quite that deranged, so backed into a market revenue reduction of 9% and ended up with AMD doing a little over $1.5B. We will see shortly. If this does not reconcile our understanding of the numbers, lets just forget it and move on to the next topic. Thanks, Cravey.

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