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

To: DRBES who wrote (84584)	1/1/2000 6:42:00 PM
From: Goutam	Read Replies (2) \| Respond to of 1572707

DARBES, AMD EPS Contest - Q4 - 99 Jan 01, 2000 - 6:30PM -------------------------- K7 K6-X Memory Date Msg Shipped(M) Shipped(M) Group Stock Name Entered Board EPS and ASP and ASP Sales(M) Price -------------- ------- ------ ----- ---------- -------- ----- ----- sci_investor 12-29-99 Yahoo $0.03 1.05 $250 4.2 $50 $245 $35.00 STURM_R 12-29-99 Yahoo $0.03 .975 $250 4.5 $60 $250 $38.00 t_srokes_1999 12-29-99 Yahoo $0.07 1.10 $255 4.75 $59 $284 $36.75 TechStockBroker 12-24-99 Yahoo $0.11 1.30 $285 5.1 $58 $300 $39.00 Athlon_K75 11-21-99 Yahoo $0.14 1.20 $260 5.1 $65 $270 $35.25 Chevyman1963 12-30-99 Yahoo $0.17 1.17 $268 4.9 $62 $290 $41.00 nosaert 12-05-99 Yahoo $0.20 0.90 $260 4.8 $58 $255 $42.00 jmf_sgp 12-05-99 Yahoo $0.24 1.20 $280 4.0 $60 $260 $44.00 A1derfullife 12-06-99 Yahoo $0.26 1.30 $275 5.0 $57 $250 reptiletime 12-01-99 Yahoo $0.30 1.10 $250 5.0 $63 $220 $41.50 Valiantprince 12-04-99 Yahoo $0.35 1.30 $240 5.2 $52 $240 Midnight_Trader 12-01-99 Yahoo $0.50 1.10 $260 4.7 $57 $250 $45.00 godefl 12-07-99 Yahoo $0.38 1.20 $258 4.5 $55 $270 $37.76 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 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 northyen.dk 11-29-99 JCs $0.03 0.95 $275 3.9 $45 $270 $35.00 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 Boyd Campbell 12-30-99 JCs $0.08 1.00 $260 4.5 $68 $255 JUR 11-21-99 JCs $0.10 1.15 $280 4.9 $60 $240 $31.00 Sunshine Band 11-29-99 JCs $0.11 1.10 $252 4.6 $59 $285 $32.13 spot 12-02-99 JCs $0.12 1.14 $302 5.3 $56 $241 $41.00 ratdogg 11-21-99 JCs $0.16 1.40 $265 4.6 $58 $290 $38.00 Ong Joon Kian 11-29-99 JCs $0.20 1.20 $275 5.0 $50 $295 $31.00 xeenman 12-29-99 JCs $0.26 1.20 $270 4.8 $55 $300 $35.00 Boris 11-22-99 JCs $0.38 1.15 $251 4.3 $54 $257 $41.50 Peter Luc 12-24-99 JCs $0.40 1.2 $260 5.0 $50 $250 $35.00 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 cAPSLOCK 12-09-99 SI $0.04 0.99 $249 3.9 $45 $270 $44.50 tezek 11-24-99 SI $0.06 1.00 $280 4.8 $62 $260 $38.38 Charles R Low 12-09-99 SI $0.10 1.00 $275 4.3 $60 $250 Cory Gault 11-24-99 SI $0.11 1.15 $265 5.0 $60 $295 $35.00 THE WATSONYOUTH 12-02-99 SI $0.11 1.10 $257 4.8 $52 $264 $34.75 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 Mark Lucas 12-02-99 SI $0.28 1.15 $310 4.4 $55 $265 $37.00 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 George m Lucas Jr 12-29 SI $0.32 1.00 $250 4.6 $50 $268 $34.00 John Petzinger 11-22-99 SI $0.34 1.10 $250 4.8 $50 $270 $35.00 Michael Dakota 12-18-99 SI $0.34 1.20 $253 5.0 $59 $295 $4.00 Eric Wong 12-08-99 SI $0.56 1.15 $270 4.5 $53 $270 $44.00 MYNGA 12-29-99 SI $0.62 1.00 $260 4.6 $54 $270 $38.00 Kapkan4u 11-06-99 SI $0.65 1.20 $260 5.5 $60 $280 $42.00 Charles R High 12-09-99 SI $0.68 1.30 $275 4.3 $65 $260 Cirruslvr 12-19-99 SI $0.67 1.00 $265 4.0 $60 $250 $36.00 eplace 12-06-99 SI $0.92 1.10 $325 4.0 $70 $270 $52.00 panic_mob 11-27-99 SI $1.10 1.50 $275 5.0 $50 $50.00 -------------- -------- ------ ----- ---------- -------- ----- ----- K7 K6-X Memory Shipped(M) Shipped(M) Group Stock EPS and ASP and ASP Sales(M) Price ----- --------- ---------- ------- ------ Avgs:59(JCs:21, SI:23, Yahoo:15) $0.27 1.15 $269 4.66 $57 $265 $38.37* JCs $0.20 1.17 $276 4.64 $57 $264 $35.95 SI $0.33 1.13 $267 4.62 $56 $266 $39.17 Yahoo $0.30 1.18 $263 4.76 $58 $263 $40.56 JCs Site - jc-news.com Yahoo AMD Message Board - messages.yahoo.com Stock Price - Closing price on the day after the Q4 - 99 AMD earnings announcement. Recent Upgrades / Earnings Previews 1)12/31/99 - SalomanSmithBarney - Registration(free) required smithbarneyresearch.com Shares Short %float Short Ratio Shares Outstanding 147.2M Nov 8, 1999 11.0M 10.3% 6.19@ 1.78M Avg Institutions 47% (65% of float) Dec 8, 1999 14.2M 13.3% 3.17@ 4.46M Avg biz.yahoo.com Insiders 28% Stock Price History(in USD) 09/24 10/01 10/08 10/15 10/22 10/29 11/05 11/12 11/19 11/26 12/03 12/10 12/17 17.44 17.25 18.56 17.56 18.69 19.81 21.25 26.56 27.12 27.69 31.50 29.25 28.81 12/22 12/31 28.63 28.94 Yahoo Finance Research - AMD Consensus Number of Brokers Recommending as EPS Trend Strong Buy Moderate Buy Hold Moderate Sell Strong Sell --------- ---------- ------------ ---- ------------- ----------- 12-28-99 -$0.07 6 3 12 0 1 12-18-99 -$0.07 6 3 11 0 1 12-05-99 -$0.06 5 3 12 0 1 12-01-99 -$0.06 5 3 13 0 1 11-30-99 -$0.11 5 3 13 0 1 11-24-99 -$0.12 5 3 13 0 1 11-15-99 -$0.20 5 3 13 0 1 Q4-99 Earnings announcement date: On or about Jan 18, 2000 www4.techstocks.com 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

To: DRBES who wrote (84584)	1/1/2000 10:48:00 PM
From: Paul Engel	Respond to of 1572707

dUMBERERERESR - Re: "On PriceWatch "in stock" Athlon 750's are bringing very noticeably better prices than "in stock" pee iiI 733's HHHHHHMMMMMM????? Is this the beginning of some sort of parity in market esteem for the two sets of offerings?" HHHHHMMMMMMMMMMMMMMMMMMMMM............. A more reasonable assumption is that the 750 MHz AthyWiper is in very, very short supply. Paul

To: DRBES who wrote (84584)	1/1/2000 11:58:00 PM
From: Buckwheat	Respond to of 1572707

DRBES, perhaps a more significant thing to take note of is the narrow price spread between Intel's 100 mhz bus CPUs and their "superior" 133 mhz bus counterparts (at similar speed grades). Here's a link to Sharky's last CPU comparison. sharkyextreme.com So maybe what you noticed has little to do with the Athlon at all. Maybe it's an indication of the lack of acceptance of the 133 mhz bus Intel CPUs. As Paul partially noted, price has to do with supply and "demand". So one could make the assumption that maybe Intel has a problem with the demand side of the equation for their 733 mhz processors. Buckwheat