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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: kash johal who wrote (61430)	6/11/1999 2:57:00 AM
From: Charles R	Respond to of 1572601

Kash, "Perhaps we can compare models" Sounds fine. Let's take it on private messages tomorrow. Regards, Chuck

To: kash johal who wrote (61430)	6/11/1999 11:37:00 AM
From: tejek	Respond to of 1572601

Prudential has just revised amd's 2nd quarter loss from $ .47 to $.67 per shre. You might want to factor these numbers into your discussion.

To: kash johal who wrote (61430)	6/11/1999 5:57:00 PM
From: Charles R	Read Replies (3) \| Respond to of 1572601

Kash, "Re:" My data/model suggests -10c to +5c for this quarter excluding one time gains (Vantis sale). So, I should say I am not looking forward to a depressing quarter!" Well that seems way optimistic to me. My model shows a loss of 45 cents well below analysts projections of 25-30 cent loss. Perhaps we can compare models" I was operating on bad data. Current info say AMD may barely make the 5Mu mark this quarter. So, the model issue is moot. I was counting on 6x72. It may be more like 5x72. It is a bigger than expected loss this Q. Chuck P.S.: I am baffled why price watch ASPs are going up (or so I read). Any thoughts?