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

To: DRBES who wrote (72209)	9/18/1999 4:05:00 PM
From: Petz	Read Replies (1) \| Respond to of 1572208

DARBES, re: pessimistic EPS estimates. My relatively optimistic estimate (-0.67) is based more on exploding flash revenues than Athlon revenues. Athlon revenue minus Athlon expense will barely compensate for the implosion in K6-2 pricing. (but I hope I'm wrong) Petz

To: DRBES who wrote (72209)	9/18/1999 6:03:00 PM
From: tejek	Read Replies (3) \| Respond to of 1572208

DRBES RE <<<re: "Ted..........................$1.05" Is that not -$1.05?>>> Yes, you are right.....I have posted Burt, pointing out the error. As for AMD earnings, I don't believe the Athlon has had much impact revenue wise on this Q and I think the k6 is a wash. In the meantime AMD has had huge marketing and startup costs for the Athlon even as low keyed as the launch has been. I believe this is another Q where analysts have underestimated the earnings problem at AMD. I think the upside surprise you expect this quarter actually will occur in Q4. Having said all that, if AMD wants to blow my socks off and make me wrong......I will not complain. ted