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

To: Goutam who wrote (83562)	12/18/1999 8:02:00 PM
From: Michael DaKota	Respond to of 1573211

Goutama, add mine. Eps : $0.34 M. K7 shipped : 1.20 ASP : $253 M. K6x shipped : 5.0 ASP : $59 M. Memory group sales : $295 Stock price : $4*.00 From Holland With Love, Michael.

To: Goutam who wrote (83562)	12/19/1999 10:56:00 PM
From: Cirruslvr	Read Replies (2) \| Respond to of 1573211

Goutama - RE: Q4 estimates I never turned in my guess, so here goes - EPS - .67 1M Athlons @ $265 ASP 4.5M K6-X @ $60 ASP Memory - $250M Stock Price - $36 My EPS estimate assumes AMD's breakeven is 850M and that I can just subtract 850M from my revenue estimate to get profit. Since that may not be the case, here are my revenue estimates (which I prefer over EPS) using AMD's format ( amd.com ) CPG - 615M Memory - 250M Communications - 84M Other - 0M Note the high CPG estimate. This includes AMD's non K6-X and Athlon sales of 80M. According to JC's notes of the CC ( jc-news.com ), AMD had 13M revenue from chipsets in Q3 and 20M is expected for this Q. The other 60M is made up of embedded processors and maybe other stuff. This 60M is equal to Q3, Q2, and Q1's 60M. I don't know if everyone included this non-processor revenue in their CPG estimates. 250M in Memory is what AMD said eariler and Communications is 20% higher than Q3's per AMD's estimate. I think Other is AMD's fabbing of Vantis products for whoever bought it. I have no idea if AMD is still doing so, so I have arbitrarily dismissed it because with it my estimate would be getting even further up there. ;) Other was 18M in Q3. After I got my revenue estimate I decided to compare it to Q3 98's, when AMD broke a profit for the first time in a while. Ironically, my overall processor ASP is practically equal to that Q's $100.26. BTW Goutama - You're doing an awesome job with this Contest!