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

To: Jim McMannis who wrote (80550)	11/20/1999 4:25:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1572758

Jim - RE: "It's out if you subscribe..." I was talking about the processor. But your mistake is OK, we aren't really used to AMD processors being advertised BEFORE the processor is actually released!

To: Jim McMannis who wrote (80550)	11/20/1999 4:56:00 PM
From: Goutam	Read Replies (2) \| Respond to of 1572758

Jim, and All, I think, it's the appropriate time to start AMD Q4 ESP contest. Here are the details - AMD Q4'99 EPS Contest ===================== JC, ACESHARDWARE, and YAHOO Message board posters are welcome to join. See the details at the bottom. More items are added to the contest(all for Q4'99) to make it more interesting - Contest Items ============= 1) Earnings for Share(EPS) 2) Athlons Shipped and Average Selling Price(ASP) 3) K6-X shipped and ASP 4) Memory Group Revenues 5) AMD stock closing price on the day after the earnings announcement. _______________________________________________________________________ Some useful info to come up with better estimates: o Q3'99 - Computation Group Sales: $368M (55% of total revenues) - Memory group Sales: $206M (31%) - Communication group Sales: $70M (11%) - Other Sales: $18M (3%)<- ($11M from Lattis-Vantis related Fab work) - Net Sales - $662M - CG&A, R&D, & interest Expenses- ~$768M - CC Info - $850M break even, low double digit growth in the Flash Business Memory group), 800K Athlons production o Recent Analysts Meeting - 1M K7 shipments possible, Athlon 750 & k6-3 533 releases in Dec'99 o Average EPS Estimate (from Yahoo) - 20 Cents loss Other Message boards participation - Yahoo AMD Message Board - Post on the yahoo msg board with the subject title "SI AMD Contest" to participate. JC and ACESHARDWARW Message boards - post on your respective message boards under the thread "SI AMD Contest" Winners Selection Winners will be selected from each Message Board and also from all the message boards combined in the following categories - o For each of the contest item (EPS, K7 Shipments/ASP, etc.) o Overall winner - all the items combined - (we will make up rules on how to determine overall winner as we go along. Any suggestions will be appreciated) Good luck to all the AMD investors. Best regards, Goutama