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

To: Scot who wrote (79717)	11/12/1999 12:13:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1573921

Scot - RE: "-- PaineWebber revised fourth quarter revenue estimate to $900 million from $700 million on better-than-expected outlook. -- Raised fourth quarter EPS estimate of a 54 cent loss to a slight profit of 2 cents." His profit estimate makes no sense. If AMD says their breakeven for the Q is 850M and this analyst's estimate is 900M revenue, AMD would make much more than 2 centsa share, more like 34 cents per share. Also, his price target is $25, below what it is right now. I assume his target is based on valuation, not what the current stock price is now.

To: Scot who wrote (79717)	11/12/1999 12:20:00 PM
From: Charles R	Respond to of 1573921

<PaineWebber said it raised its price target for Advanced Micro Devices Inc. (NYSE:AMD - news) on Friday to $25 a share from $16 a share> Talk about looking at life in a rear-view mirror! <-- PaineWebber revised fourth quarter revenue estimate to $900 million from $700 million on better-than-expected outlook.> Well, someone seems to share my thinking that revenues will be around $900M <-- Raised fourth quarter EPS estimate of a 54 cent loss to a slight profit of 2 cents.> Interesting spreadsheet that gives 2c profit on $900M revenue. Does anyone know what this guys assuptions are to get this low earning at $900M? <-- Raised 2000 earnings estimate to 80 cents to $1.00 a share, from its previous estimate of 40 cents.> Way too light.