To: Scumbria who wrote (87458 ) 1/16/2000 12:17:00 AM From: Goutam Read Replies (4) | Respond to of 1572560
Scrumbia, I haven't seen AMD Q4 EPS estimates from you and many of the long time posters (Ted, Mani, RDM, PB, Bill, Tenchusatsu, Paul, Windsock, etc.,) of this thread. Only three more days left to get your estimates in. AMD EPS Contest - Q4 - 99 Jan 15, 2000 -------------------------- 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 01-14-00 Yahoo $0.05 .95 $250 5.5 $60 $290 $38.00 t_srokes_1999 12-29-99 Yahoo $0.07 1.10 $255 4.75 $59 $284 $36.75 JedidiahSpringfield 1/8 Yahoo $0.10 $42.00 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 le_precot_des_merchands 1/14 Yah $0.25 1.3 $250 4.7 $55 $280 $41.00 A1derfullife 12-06-99 Yahoo $0.26 1.30 $275 5.0 $57 $250 Gmathiasf 01-14-00 Yahoo $0.28 1.10 $265 4.6 $63 $280 $75.00 reptiletime 12-01-99 Yahoo $0.30 1.10 $250 5.0 $63 $220 $41.50 tgeorge 01-01-00 Yahoo $0.32 1.20 $320 5.0 $52 $250 $42.00 Valiantprince 12-04-99 Yahoo $0.35 1.30 $240 5.2 $52 $240 amd_france 01-14-00 Yahoo $0.37 1.20 $220 5.5 $53 $330 $65.00 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 p3killer 01-01-00 Yahoo $0.42 1.10 $255 4.6 $54 $270 $37.50 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 bpowellx 01-12-00 Yahoo $1.07 1.10 $260 4.73 $55 $278 $100.00 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 Dave_L 01-10-00 SI $0.23 1.15 $256 4.0 $52 $249 $45.00 Kash Johal 11-24-99 SI $0.25 1.50 $220 5.0 $50 $250 $38.25 Jim McMannis 01-08-00 SI $0.28 1.25 $260 4.5 $59 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 DRBES 11-15-99 SI $0.44 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 Pravin Kamdar 01-07-00 SI $0.63 1.00 $280 5.0 $70 $50.00 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 4.5 $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:70(JCs:21, SI:27, Yahoo:22) $0.29 1.15 $269 4.67 $57 $264 $39.91 JCs $0.20 1.17 $276 4.64 $57 $264 $35.95 SI $0.34 1.13 $267 4.63 $57 $265 $39.96 Yahoo $0.33 1.17 $266 4.77 $58 $263 $44.04JCs 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. ---------------Q4 AMD CPU Market Share - 16.6% vs 12% -> +4.6% ---------------Q4-99 Earnigs Announcement & Real Audio Broadcast of CC on Jan 19, 2000 at 2.30PM P.S.T amd.com ---------------Recent Upgrades / Earnings Previews 1)12/31/99 - SalomanSmithBarney - Registration(free) required smithbarneyresearch.com 2)01/06/00 - U.S. Bancorp Piper Jaffray analyst Ashok Kumar zdii.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 01/07 01/14 28.63 28.94 32.50 40.38 -------------- Yahoo Finance Research - AMD Consensus Number of Brokers Recommending as EPS Trend Strong Buy Moderate Buy Hold Moderate Sell Strong Sell --------- ---------- ------------ ---- ------------- ----------- 01-14-00 -$0.10 6 3 11 0 1 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 --------------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