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

To: Mani1 who wrote (88172)	1/19/2000 6:22:00 PM
From: tejek	Read Replies (2) \| Respond to of 1586621

I guess I am the only one who is not THAT pleased with the earnings. I thought they would report higher EPS considering the revenues. Lets hope the CC points to a lower "break even" point for Q1. I like to see at least $0.55 in EPS for next Q. Tomorrow should be an up day :) Mani, I'm not disappointed....I think its going to get better and better. The analysts are having a hard time believing that AMD has turned. And they don't believe that Dresden is going as well as Sanders is saying. Sanders just said that "Intel took some of the low end back and AMD took some of high end.....we think its a nice trade". One of the analysts got online and he said he am not in the habit of congratulating companies on their quarter and that he is fighting the urge now.....there's at least one upgrade. Sanders just said AMD's cash cache is now $600 mil. ted

To: Mani1 who wrote (88172)	1/19/2000 7:03:00 PM
From: Petz	Respond to of 1586621

Mani, re:<should have been higher eps considering the revenues> AMD's guidance has clearly switched from being PollyAnnish to being conservative. This is the third consecutive quarter where earnings were significantly better than guidance and better than consensus. Also, I'm sure AMD prepaid as much expenses as they can get away with to lower the breakeven for Q1 as much as possible. For example, AMD may have paid for half the marketing blitz by Gateway and Cybermax. BTW, TVEyes.com reported that the stock was trading at 46 in the aftermarket Petz