Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Goutam who wrote (81729)	12/2/1999 2:28:00 AM
From: THE WATSONYOUTH	Read Replies (1) \| Respond to of 1573130

EPS .11 K7 1.1 million @ASP $257 K6X 4.8 million @ASP $52 MEMORY $264 million STOCK 34.75 THE WATSONYOUTH

To: Goutam who wrote (81729)	12/2/1999 12:30:00 PM
From: Charles R	Read Replies (2) \| Respond to of 1573130

Goutama, <Analysts consensus EPS(Yahoo) is slowly moving higher - was -20 cents two weeks ago and now it's at -06 cents! Hope it won't get into the positive territory before AMD Q4'99 EPS announcement so that AMD can manage a pleasant surprise;-) > I think the most recent jump in estimates happened because a ridiculous -0.85 cents (or something like that) got taken out. The current range seems to be -0.11 to +0.03. So, right now there is little damage of AMD not blowing past estimates. However, I am sure the numbers will start creeping up over the next few weeks. Chuck P.S.: Having a nice morning on my entire portfolio almost all green with one rocket (MIPS). Just sitting back and waiting for the catalyst to put AMD firmly into the 30s.

To: Goutam who wrote (81729)	12/13/1999 2:59:00 PM
From: Petz	Read Replies (1) \| Respond to of 1573130

Goutama, new estimates for competition: EPS: $0.34 (was 0.32) Athlon: 1.1M shipments @ $250 (was 1.1M @ $270) K6x: 4.8M@$50 (was 5.0M @ $56) Flash: $270M (was $300M) Stock price: $35 (was $40.19) I lowered my optimistic Flash because of continued reports of softness in spot pricing, lowered Athlon ASP because Athlon 500 systems seem to be almost half of retail sales, lowered K6 ASP because 450's seem to outnumber everything else combined. I had forgotten about embedded and chip set revenues (about $85M), so my EPS actually goes up a bit. My stock price prediction was lowered because the combination of units and ASP's above results in an overall average of just $87, which will be considered disappointing to some. Petz