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Politics : Formerly About Advanced Micro Devices
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To: Pravin Kamdar who wrote (38223)10/5/1998 11:13:00 PM
From: Maxwell  Read Replies (3) of 1574504
 
AMD Q3 EPS Competition Update:

Q3 Revenue EPS #K6/K6-2 K6-2-350 ASP
(M) ($) (M) (K) ($)
Tenchusatsu 680 -0.2 3.5 310 110
Yougang Xiao 630 -0.15 4 450 90
Pravin Kamdar 670 -0.12 3 120 92
Average Joe 750 -0.09 4.4 420 95
Joel & Cindy F. 683 -0.07 3.4 150 105
Ashok Kumar 685 -0.07 3.8 100 101
David Langston 685 -0.06 4 400 95
Michael Benedet.700 -0.05 3.5 350 96
DLJ Broker 680 -0.05 3.8 400 100
BancBoston Rob. 667 -0.05 3.8 400 98
Maverick 680 -0.03 4 400 95
Kevin Spurway 695 -0.03 4.2 350 95
Gene Parrott 720 -0.02 3.3 180 107
Ling Chen 680 -0.02 4 ??????? ???????
Joey Smith 680 -0.01 3.8 400 98
Buckwheat 685 0 4 375 98
CCC 660 0 3.7 340 90
JBoyd 705 0.01 4.1 400 95
Mark Lucas 685 0.01 4 600 102
First Boston 718 0.02 4 400 108
Mynga 674 0.03 3.8 300 101
Vipin Malik 670 0.05 3.6 350 103
Profits 685 0.05 4.4 400 104
Gregory Douglas 735 0.06 4.8 400 96
Eric TheRed 750 0.07 5.2 575 98
Manny Ramos 740 0.09 5 450 94
Maxwell 730 0.13 4.2 400 104
Ed Talenti 695 0.14 4.4 350 108
Roger Melen 703 0.15 4 330 102
John Petzinger 720 0.15 4.3 500 95


Average 695 0.00 4.02 369 98.75
1 Sigma 28 0.08 0.47 112 5

Time Traveller ?????? -0.3 3.5 ?????? ?????
Elmer ?????? -0.28 ?????? ?????? ?????

Ashok Kumar estimated a loss of ($0.07). He doesn't give a number on
350MHz. Thus I gave him 100K since he didn't think AMD can achieve
good yield on 350MHz.

Maxwell
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