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Politics : Formerly About Advanced Micro Devices

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To: Brian Hutcheson who wrote (44872)	1/5/1999 12:37:00 PM
From: Maxwell	Read Replies (2) of 1570812

AMD Q4 EPS Update and Final Call: Ladies and gentlemen, next week AMD will announce the Q$ earnings. I have updated all the participants including the analysts in the competition. If you would like to enter your number please send to maxwell_jr@hotmail.com. First Call number has been upped to $0.16 and the highest analyst estimate is $0.30. The competition consensus is $0.26 with $818M in revenue. It should be a good quarter for AMD. Name Entry Date Q4 Rev. EPS Old Est K6/K6-2 ASP (M) ($) ($) (M) ($) Yousef 12/28/98 $780 $0.02 4.7 98 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 Tom Kurlacks* 11/6/98 $780 $0.17 4.6 106 DLJ * 12/18/98 ????? $0.18 ???? 100 GKM & Co.* 12/21/98 ????? $0.18 $0.06 4.8 100 Alex Brown* 11/3/98 $770 $0.19 $0.15 4.7 100 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 Prudential* 11/10/98 $790 $0.30 $0.14 5 100 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 Competition Average $818 $0.26 5.03 $102 Deviation $39 $0.13 0.32 $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 First Call 1/4/98 $0.16 Get ready for a run up prior to the earnings. Maxwell

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