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

To: Petz who wrote (81556)	11/30/1999 2:54:00 PM
From: Goutam	Respond to of 1572382

Petz, Goutama, thats an awesome chart. Thanks! You are welcome :-) Here is "Investor A"'s post with his estimates that I received through JCs site a couple of days ago. You can't locate it on JCs site but I happened to have a copy in my email system. I kept the copy because I suspected it was from Fuchi and also because I liked his reasoning behind his estimates. Here it is - ________________________________________________________________ A new message, "....Re: SI AMD Q4'99 EPS Contest," was posted on the JC's PC Message Board <http://www.jc-news.com/pc/bbs/index.cgi> by investor A on Sunday, 28 November 1999, at 8:17 a.m. It is a response ... The message reads as follows: ------------------------- 2) Athlons Shipped and ASP 1.1M, asp 255 =280M $ .In Q3 there were 200k K7 @~300$(see Q3 cc) and of course the ASP will go down. I think it will be around 255 because the speed bin distribution is largely determined by market and that is why we see K7 500 and 550 marked as K7 650. 3) K6-X shipped and ASP 4.0M, asp 62 =248M $ .In Q3 it was 54$; i expect it to be higher because soon we'll have K6-2 533-monday, i hope- and we already have mobile K6-X(all 400 Mhz>100$),all produced on the new cs44e7(.22nm). 4) Memory Group Revenues 250M (206 in Q3) 5) AMD stock closing price on the day after the earnings announcement 36 19/32 usd(i feel lucky) Other revenues: 1.embedded 70M(73M in Q3) 2.chipset 20M (13M in Q3) 3.Communications 75M (70M in Q3) Total revenues: 280M+248M+250M+70M+20M+75M= 943M Break even 850M Earnings 943-850=93M 1)Earnings for Share 93M/149,000,000 shares = 62cents ------------------------- This is an automatically-generated notice. __________________________________________________________________ Regards. Goutama