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

To: Cirruslvr who wrote (88157)	1/19/2000 5:31:00 PM
From: Process Boy	Read Replies (1) \| Respond to of 1572505

Cirrus - <"The company currently projects sales in the first quarter to be flat to slightly down, reflecting an anticipated seasonal slowdown in the retail sector of the personal computer market following an exceptionally strong fourth quarter in the sector. The company's current overall outlook is based on the following projections for its major product lines:> It's the first half of the year. What do you expect? PB

To: Cirruslvr who wrote (88157)	1/19/2000 5:32:00 PM
From: ptanner	Read Replies (1) \| Respond to of 1572505

Currislvr <So increased AThlons sales will offset K6-x declines. BUt overall sales aren't expected to be higher, as of now.> Maybe they are being cautious as MSFT always is? The "richer" mix of Athlons should still result in sequential growth in revenue and earnings. It will be interesting to watch Intel and AMD convert to their new 0.18 low end products. PT

To: Cirruslvr who wrote (88157)	1/19/2000 5:33:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1572505

Cirruslvr, <"The company currently projects sales in the first quarter to be flat to slightly down, reflecting an anticipated seasonal slowdown in the retail sector of the personal computer market following an exceptionally strong fourth quarter in the sector. The company's current overall outlook is based on the following projections for its major product lines: Based on the normal seasonal patterns of personal computer demand, the company expects its overall PC processor unit shipments will grow substantially from the comparable period of 1999, but will decline modestly from the record level of the fourth quarter. Unit shipments of AMD Athlon processors are expected to increase, resulting in a richer mix and higher blended average selling price for PC processors. For the year, the company anticipates continued growth in personal computer sales and in the PC processors that power them, with the distribution of unit demand skewed to the second half of the year as usual." So increased AThlons sales will offset K6-x declines. BUt overall sales aren't expected to be higher, as of now.? I hear ya! My gut says this is sandbagged guidance. I am looking forward to the details in the conf call. Should have a better idea after that. Chuck

To: Cirruslvr who wrote (88157)	1/19/2000 5:46:00 PM
From: Tenchusatsu	Respond to of 1572505

Cirrus, <The company currently projects sales in the first quarter to be flat to slightly down> Interesting language, considering that the phrase "AMD might break even" translated to a Q4 EPS of $0.43. I think AMD is trying to pull a Microsoft here and guide analysts' expectations down a little, just so Q1 will be in the bag for them. Anyway, congratulations are in order for AMD and the AMD faithful. It's interesting to see that a mere $65 million translates to a full 43 cents in quarterly EPS, but I guess that's OK since AMD's been losing money for so long. Besides, the revenue can only go up from here depending on Fab 30 execution. Tenchusatsu