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

To: Cirruslvr who wrote (85019)	1/4/2000 10:33:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1583373

Cirruslvr, <If AMD makes 50M this Q (which I would be disappointed with based on my estimate) and they don't do another earnings preannouncement, I would say it is AMD's fault for not doing a proper projection.> I agree with you. Unless AMD comes up with less than 0.10 the current guidance is not something that people like - One of the reasons why buying into (or holding onto) this stock a little tough. This earnings guidance is a game with analysts being the key players. Companies can either play or refuse to play. In the past AMD management has tried to plays the game but has done pretty poorly - Historically AMD has done a terrible job of managing expectations. This time the longs are counting on the outcome being in our favor........... Chuck P.S.: I don't know how closely people are watching the Compaq story but Compaq seemed to have stubbed its toe pretty badly. So far it looks like a software issue but the jury is not out yet - almost all the models have been implicated - Celerons, PIIIs, K6s and Athlons. However, AMD may have higher exposure because the major sellers in Q4 appear to be AMD based SKUs. Not a good thing for AMD given CPQ is its key customer. More importantly, CPQ/AMD needs to be aggressive to make sure that this doesn't rub-off on AMD.