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Politics : Formerly About Advanced Micro Devices

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To: Profits who wrote (41479)	11/15/1998 9:10:00 AM
From: Maxwell	Read Replies (1) of 1573200

AMD Q4 EPS Competition: I have updated the new estimates for some participants who have increased their estimates including myself. If you would like to enter your number please e-mail me at maxwell_jr@hotmail.com. I have yet to receive any estimates from Intelabees. They kept saying that the more chips AMD make the more AMD will lose money. They are very quiet these days. ____________________________________________________________________ Name Entry Date Q4 Rev. EPS Old Est. K6/K6-2 ASP (M) ($) ($) (M) ($) Needham & Co.*11/3/98 $772 $0.06 4.5 97 Banc Boston* 11/13/98 $780 $0.12 4.8 101 Volpe Brown* 11/13/98 $780 $0.13 $0.02 4.8 100 Ashok Kumar* 11/10/98 $800 $0.13 4.7 100 Paine Webber* 11/13/98 $815 $0.13 $0.10 4.7 100 Prudential* 11/10/98 $790 $0.14 5 100 Alex Brown* 11/3/98 $770 $0.15 4.7 100 Tom Kurlacks* 11/6/98 $780 $0.17 4.6 106 Soundview* 11/13/98 ??? $0.19 ??? ??? CREDIT SUISSE11/13/98 $785 $0.20 5 101 Goldman Sach 11/13/98 $790 $0.20 $0.13 4.7 100 Sutro & Co.* 11/13/98 $800 $0.20 $0.20 5 100 Jean Gauthier 11/3/98 $800 $0.21 4.9 105 David Langston 11/14/98 $824 $0.21 5.2 98 Mynga 11/14/98 $805 $0.22 5.05 98 RDM 11/6/98 $805 $0.23 4.9 104 ABN AMRO* 11/13/98 ??? $0.23 ??? ??? Yougang Xiao 11/4/98 $810 $0.24 5 98 Profits 11/14/98 $826 $0.27 5.2 107 Joel & Cindy F. 11/14/98 $840 $0.30 5 105 Harry Campbell 11/3/98 $825 $0.35 5.35 102 Ed Talenti 11/10/98 $850 $0.41 5.1 108 Mark Lucas 11/5/98 $855 $0.41 5.2 107 Chan Man Lo 11/11/98 $845 $0.48 5.6 102 CROSSY 11/3/98 $927 $0.48 5.7 110 Maxwell 11/14/98 $905 $0.55 5.8 102 Average $816 $0.25 5.02 $102 Deviation $39 $0.13 0.34 $4 * are analysts # First Call 11/3/98 $0.08 First Call 11/10/98 $0.10 _____________________________________________________________________ At average of EPS=$0.25 that is 2500% growth over Q3. See if Intel can grow that fast. Maxwell

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