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

To: xun who wrote (81184)	11/27/1999 11:15:00 AM
From: DRBES	Respond to of 1572719

re: "Stock price $50 at close" Given that the other numbers are to be taken seriously (They may well be premature.), $50 is much too conservative. Regards, DARBES

To: xun who wrote (81184)	11/27/1999 9:03:00 PM
From: niceguy767	Read Replies (3) \| Respond to of 1572719

Hi panic mob: I'm with you...an all-time high (i.e above $48) and revenues above $1 billion...Even more optimistic, from an AMD investor perspective, are the prospects for the Athlon in Y2000 with Dresden coming on stream. At capacity, Dresden can produce a minimum of 25,000 Athlons annually,if memory serves me correct (5000 wafers/week). Given what appears to be exponential growth in demand for the Athlon (GTW and Dell rumours abound), Y2000 could easily see 10 million Athlons shipped which translates into a "heady" Y2000 EPS when one adds in 70% qtr to qtr increase in flash bit production through Y2000. Hey panic mob...new all-time high in January?, above $63 in April?...Not really all that difficult to imagine...This Athlon is "the better mousetrap at the better price" and the marketplace is just beginning to twig to the notion that AMD, has learned from its past mistakes, and can meet the exponential growth for the Athlon with the increased supply capacity at Dresden. Gotta love AMD management's foresight here with the shift in production to Dresden and resultant increased flash bit production capacity in Austin... AMD just might make the Harvard textbook case study group as an example of outstanding management direction and decision making! Who would ever have thought in June '99 with revenues around $650 million that AMD might break the $1 Billion dollar barrier in 99Q4? Absolutely astonishing to think that this outcome could occur in a short span of 6 months! Testimony to the superior architecture of the Athlon "the better mousetrap at the better price".

To: xun who wrote (81184)	11/28/1999 2:40:00 PM
From: Goutam	Respond to of 1572719

pani_mob, AMD EPS Contest - Q4 - 99 Nov 26, 1999 - 02:20PM -------------------------- K7 K6-X Memory Date Msg Shipped(M) Shipped(M) Group Stock Name Entered Board EPS and ASP and ASP Sales(M) Price -------------- ------- ------ ----- ---------- -------- ----- ----- merle 11-21-99 JCs 1.20 $350 4.0 $60 fl_tom 11-26-99 JCs $0.02 0.80 $250 4.3 $50 $260 $31.00 Jellodyne 11-22-99 JCs $0.04 0.975 $275 4.6 $58 $235 $36.50 Chris DiPierro 11-22-99 JCs $0.05 0.95 $270 4.0 $50 $250 $29.00 Sam 11-22-99 JCs $0.05 plethora 11-21-99 JCs $0.06 1.05 $290 $30.00 Richard Mullin 11-22-99 JCs $0.06 1.50 $300 6.0 $55 $300 $37.90 rzv 11-24-99 JCs $0.07 1.50 $275 4.3 $63 $230 $34.00 JUR 11-21-99 JCs $0.10 1.15 $280 4.9 $60 $240 $31.00 ratdogg 11-21-99 JCs $0.16 1.40 $265 4.6 $58 $290 $38.00 Boris 11-22-99 JCs $0.38 1.15 $251 4.3 $54 $257 $41.50 TechieGuy 11-27-99 JCs $0.72 1.20 $270 4.8 $56 $260 $45.00 michaelmedia 11-21-99 JCs $0.41 1.60 $285 5.2 $69 $290 $47.50 investor A 11-28-99 JCs $0.62 1.10 $255 4.0 $62 $250 $36.59 Elmer 11-05-99 SI ($0.62) Gopher Broke 11-24-99 SI $0.01 1.10 $290 4.5 $56 $280 $34.50 tezek 11-24-99 SI $0.06 1.00 $280 4.8 $62 $260 $38.38 Cory Gault 11-24-99 SI $0.11 1.15 $265 5.0 $60 $295 $35.00 Yougang Xiao 11-22-99 SI $0.16 0.92 $265 4.6 $52 $250 $34.75 Dan3 11-25-99 SI $0.20 1.25 $250 4.45 $50 $250 $33.00 Kash Johal 11-24-99 SI $0.25 1.50 $220 5.0 $50 $250 $38.25 Y. Samuel Arai 11-24-99 SI $0.30 1.10 $258 5.0 $50 $270 $34.88 niceguy767 11-21-99 SI $0.31 1.00 $275 4.6 $70 $250 $48.25 John Petzinger 11-22-99 SI $0.32 1.10 $270 5.0 $56 $300 $40.19 Kapkan4u 11-06-99 SI $0.65 1.20 $260 5.5 $60 $280 $42.00 panic_mob 11-27-99 SI $1.10 1.50 $275 5.0 $50 $50.00 Athlon_K7 11-21-99 Yahoo $0.14 1.20 $260 5.1 $65 $270 $35.25 hyper_paranoia 11-24-99 Yahoo $0.79 1.45 $285 4.5 $58 $270 $44.00 sibishell 11-24-99 Yahoo $0.85 1.30 $270 5.2 $61 $290 $48.00 -------------- -------- ------ ----- ---------- -------- ----- ----- K7 K6-X Memory Shipped(M) Shipped(M) Group Stock EPS and ASP and ASP Sales(M) Price ----- --------- ---------- ------- ------ Avgs: 29(JCs:14, SI:12, Yahoo:3) $0.26 1.20 $272 4.74 $58 $266 $38.25 JCs $0.21 1.20 $278 4.58 $58 $260 $36.49 SI $0.24 1.17 $264 4.86 $56 $269 $39.01 Yahoo $0.59 1.31 $272 4.93 $61 $277 $42.42 Stock Price - Closing price on the day after the Q4 - 99 AMD earnings announcement. Shares Short as of Nov 8, 1999 11.0M Shares Outstanding 147.2M Short Ratio 6.19 Institutions 44.00% Insiders 2.88% Yahoo Finance Research - AMD Consensus Number of Brokers Recommending as EPS Trend Strong Buy Moderate Buy Hold Moderate Sell Strong Sell --------- ---------- ------------ ---- ------------- ----------- 11-24-99 -$.12 5 3 13 0 1 11-15-99 -$.20 5 3 13 0 1 Note: The estimates are from the individual investors and AMD enthusiasts. Apply your own caution before utilizing any of the above info. On November 11, 1999, Advanced Micro Devices, Inc. announced that it currently expects to achieve revenues of more than $800 million in the current quarter. The Company currently forecasts that its goal of achieving break-even operating results in the current quarter is attainable. amd.com contest Details: www4.techstocks.com; Goutama