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

To: Cirruslvr who wrote (85948)	1/7/2000 11:56:00 PM
From: Charles R	Respond to of 1572033

<We believe that AMD could report significant upside in 4Q99 in terms of revenue and EPS. The company could report revenues significantly above $850 million (vs our $800 million estimate) and EPS north of $0.10 for 4Q99. We believe AMD experienced solid unit demand for its Athlon processors paired with healthy ASPs. Strong flash memory demand should also contribute meaningfully in 4Q99, though we would be cautious of potential inventory build of low-density flash memory in the supply chain that could be flushed out in 1Q00. The significance of the Gateway pre-announcement to AMD is that it should help AMD to begin to penetrate the corporate market. It has been anticipated for approximately a month that major PC-OEMs, including Gateway, would begin to shift some business AMD's way.> Nowadays a lot of analysts say something in the report and do something else when it comes to the final numbers. Mosesmann seems to be with this group. How can one have an estimate of $800M and in the same sentense say that the sales will be significantly over $850? Go figure.