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Politics : Formerly About Advanced Micro Devices

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To: Maxwell who wrote (46277)1/16/1999 12:23:00 AM
From: Maxwell  Read Replies (2) of 1573696
 
AMD Q4 EPS Results:

David Langston was kind enough to calculate the results before I got a
chance to work on it. Here it is, based on his calculation

_____________________________________________________________________

I calculated the absolute value of the percentage deviations of the
estimates from the actual results by the formula:
ABS(Estimate-Actual)/Actual*100,
then summed all categories and sorted on the sum for all the
participants. I used $788.8 $0.15 5.5 88.7 as the actual results.
To be fair, I checked through the post-earnings coverage that Albert
has posted on the private thread to try to fill in the missing info
for the analysts. If no data was available for a category I
arbitrarily assigned it a 1000% penalty. Hey, if someone doesn't make
estimates, there should be no chance that they might win.

Dave
________________________________________________

Sales EPS Units ASP Total
1 Tenchusatsu 1.8% 13.3% 9.1% 7.1% 31.3%
2 Volpe Brown 1.1% 13.3% 12.7% 12.7% 39.9%
3 Paine Webber 3.3% 13.3% 14.5% 12.7% 43.9%
4 Alex Brown 0.1% 26.7% 9.1% 8.2% 44.1%
5 DLJ 1.1% 20.0% 12.7% 12.7% 46.6%
6 Banc Boston 1.1% 20.0% 12.7% 13.9% 47.7%
7 Tom Kurlacks 1.1% 13.3% 16.4% 19.5% 50.3%
8 CREDIT SUISSE 0.5% 33.3% 9.1% 13.9% 56.8%
9 David Langston 4.5% 40.0% 5.5% 10.5% 60.4%
10 Goldman Sach 0.1% 33.3% 14.5% 12.7% 60.8%
11 Mynga 2.1% 46.7% 8.2% 10.5% 67.4%
12 Buckwheat 2.3% 53.3% 3.6% 8.2% 67.5%
13 Robert Grutza 3.3% 46.7% 9.1% 9.4% 68.4%
14 Ashok Kumar 2.1% 40.0% 14.5% 12.7% 69.3%
15 Jean Gauthier 1.4% 40.0% 10.9% 18.4% 70.7%
16 RDM 2.1% 53.3% 10.9% 17.2% 83.5%
17 Needham & Co. 2.1% 60.0% 18.2% 9.4% 89.7%
18 Sutro & Co. 1.4% 66.7% 9.1% 12.7% 89.9%
19 Cheng Ge 4.0% 80.0% 5.5% 12.7% 102.1%
20 Jim McMannis 5.9% 86.7% 2.2% 11.6% 106.3%
21 Profits 4.7% 80.0% 5.5% 20.6% 110.8%
22 Yougang Xiao 1.4% 100.0% 3.6% 6.0% 111.0%
23 Yousef 1.1% 86.7% 14.5% 10.5% 112.8%
24 Prudential 6.5% 100.0% 1.8% 12.7% 121.0%
25 Vipin Malik 4.6% 113.3% 1.8% 9.4% 129.1%
26 Joel & Cindy F 6.5% 100.0% 9.1% 18.4% 134.0%
27 Ed Sammons 5.2% 133.3% 3.6% 9.4% 151.5%
28 Harry Campbell 4.6% 133.3% 2.7% 15.0% 155.6%
29 John Petzinger 3.7% 166.7% 5.5% 10.5% 186.3%
30 Brian H. 6.6% 166.7% 5.5% 18.4% 197.1%
31 Mark Lucas 8.4% 173.3% 5.5% 20.6% 207.8%
32 Ed Talenti 7.8% 173.3% 7.3% 21.8% 210.1%
33 Aramis Penland 9.0% 186.7% 2.7% 12.7% 211.2%
34 Chan Man Lo 7.1% 220.0% 1.8% 15.0% 243.9%
35 CROSSY 17.5% 220.0% 3.6% 24.0% 265.2%
36 Gregory Acebu 9.3% 246.7% 3.6% 21.8% 281.3%
37 Maxwell 14.7% 266.7% 5.5% 15.0% 301.8%
38 Kash J. 26.8% 566.7% 9.1% 29.7% 632.2%
39 GKM & Co. 1000.0% 20.0% 12.7% 12.7% 1045.5%
40 Soundview 8.9% 53.3% 5.5% 1000.0% 1067.7%
41 Bernstein 1000.0% 33.3% 9.1% 1000.0% 2042.4%
42 Elmer 2.4% 93.3% 1000.0% 1000.0% 2095.7%
43 ABN AMRO 1000.0% 53.3% 1000.0% 1000.0% 3053.3%
___________________________________________________________________

Tenchusatsu is the winner. He is our SI ACE on AMD earnings.

I want to thank you everyone for participating. Even though the AMD
stocks didn't turn out what we expected I still think AMD has a good
quarter and a solid future. At 5.5M/quarter AMD is now capable of
supplying all the top tier OEMs. This makes AMD a credible competitor
to Intel. When the K6-3 and K7 come out the competitive landscape
will favor AMD.

Maxwell
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