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

To: GlobalMarine who wrote (99230)	3/21/2000 8:01:00 AM
From: niceguy767	Read Replies (1) \| Respond to of 1570977

GlobalMarine: Re: "Certainly, with Q1 at a buck a share, one need only multiply by 4 to get $4 and a quick 20 multiple gets us to $80 already, and increasing EPS only gets us higher. Comment: Mr. Sanders sees revenues exceeding $1 billion in each of the Y2000 quarters which I would interpret to mean, assuming Q1 comes in at greater than $1 billion (actually looks like $1.1 billion to me)that quarterly revenue will increase sequentially as Athlon sales expand...Mr. Sanders also has said that he expects to produce 13 million Athys in Y2000...That statement when combined with GTW's presence in Q1 suggests to me that 2 million Athys in Q1 are a distinct possibility...and sequential quarterly Athy sales might be 2, 2.5, 3.5 and 5 to arrive at Mr. Sanders 13 million total...If AMD does 2 million in Q1 Athys, Q1 earnings has to pop by at least $0.64 to over $1.00 owing to the additional $200 million in revenues derived from the increment of 1 million Athys over Q4 assuming flash contribution is same as Q4...That whisper number of $1.19 is not at all unrealistic if AMD Q1 revenues include 2 million Athys!