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Politics : Formerly About Advanced Micro Devices

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To: Bruce A. Thompson who wrote (43979)12/24/1998 11:06:00 AM
From: Maxwell  Read Replies (4) of 1578704
 
AMD Q4 EPS Competition Update:

First Call conscensus number keep on rising.

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 SUISSE*** 11/13/98 $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
Vipin Malik 11/16/98 $795 $0.30 5 97
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
Aramis Penland 11/30/98 $860 $0.43 5.35 100
Chan Man Lo 11/11/98 $845 $0.48 5.6 102
CROSSY 11/3/98 $927 $0.48 5.7 110
Gregory Acebu 12/5/98 $862 $0.52 5.3 108
Maxwell 11/14/98 $905 $0.55 5.8 102


Average $818 $0.26 5.04 $102
Deviation $39 $0.13 0.33 $4
*** are analysts #
First Call 11/3/98 $0.08
First Call 11/10/98 $0.10
First Call 11/16/98 $0.11
First Call 12/15/98 $0.15

Q3 actual EPS was $0.01. With First Call of $0.15, that is a 1500% increase.

Maxwell
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