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

To: Goutam who wrote (80915)	11/24/1999 12:42:00 AM
From: Elmer	Respond to of 1572942

Re: "I remember you all posting AMD EPS estimates before the EPS estimate contest was started. If you guys don't mind, could you please post your estimates again?" My guess was -.62 I realize that's a little iffy right now but what the heck, I stay with it. EP

To: Goutam who wrote (80915)	11/24/1999 2:07:00 AM
From: kapkan4u	Read Replies (2) \| Respond to of 1572942

Contest items are (Q4) - EPS, $.65 K7s shiped/ASP, 1.2M/$260 K6-X shipped/ASP, 5.5M/$60 Memory grp Revenues $280M AMD stock closing price on the day after AMD's Q4'99 earnings announcement $42 Kap

To: Goutam who wrote (80915)	11/24/1999 12:32:00 PM
From: Cory Gault	Read Replies (3) \| Respond to of 1572942

Goutama: Here you go: EPS - .11 K7 - 1.15M ASP - $265 K6 - 5M ASP - $60 Flash $295M Stock Closing price $35 By the way, as a long time Intel shareholder I agree with Kash that this is a good time to own both companies and that demand is extremely high with no significant 3rd tier player in the mix. Took my first position in AMD this AM at 27 1/8. 12 month target price for me is $42.00 CG

To: Goutam who wrote (80915)	11/25/1999 1:11:00 AM
From: Dan3	Respond to of 1572942

Hi Goutama, My post was for .20 as best as I can recall. I'd estimate 4.45 million k6 at $50 for $223M 1.25 million K7 at $250 for $312M memory $250M com $80M misc $15M $880 - 850 = 30M or about .20/share Stock price: $33 It's possible that earnings will be higher, now that I've heard the CC, but I still feel pretty good about that estimate, if the cash flow is better, marketing and R&D will likely get boosted. I don't think the com divison will be sold, they're doing too well with it in Europe, and cash flow for Q1-Q3 next year looks just fine w/o selling com. In Q4 of next year the com division may be nice to have around. I'd be delighted to be way low :-) Dan