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

To: Petz who wrote (97460)	3/8/2000 4:00:00 PM
From: Scot	Read Replies (1) \| Respond to of 1572099

Petz, did you see this about k6-2 shipments: Near-quarter revenue additions from K6. Several weeks ago, AMD announced it would ship greater numbers of K6 microprocessors than earlier anticipated. Given that outlook, we are now raising our K6 forecast for Q1 from 4.2 million to 5.2 million units and 2000 from 10 million to 11.5 million units. This boosts our revenue forecast from $936 million (down 3% sequentially) to $1,007 million (up 4%), which is in line with new management guidance of "modestly up" revenues. Revenues for the year are up from $4.1 billion to $4.4 billion. I recently ordered a k6-2 500 from a long-time authorized AMD retailer. After over a week and a half, I finally got my processor, except that it was the box version (I ordered the OEM). I sent an e-mail to inquire and the response I got was that OEM K6-2 500s are back-ordered and the distributor is also completely out of stock. -Scot

To: Petz who wrote (97460)	3/8/2000 4:39:00 PM
From: tejek	Read Replies (1) \| Respond to of 1572099

ted & PAUL, re:AMD revenue growth. How's 54% sound? According to this brokerage report from ??? posted on Yahoo, AMD's revenues for Y2K are now expected to be 4.4 billion, a 54% increase from 1999's 2.858 billion. messages.yahoo.com. That makes its estimated forward PE of less than 20 (55/2.75) a joke. Petz, I don't disagree on the P/E estimate....that's why I expect after a good Q1 eps, the stock will rocket making the last few days look like only the countdown (to rocket ignition). As for my numbers I used actual YOY percentages from the latest quarter so that P.E. could not accuse me of playing with the numbers. However I agree the YOY rev growth percentage for this quarter should be up significantly from Q4. ted