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

To: Petz who wrote (106932)4/20/2000 3:20:00 AM
From: Goutam  Respond to of 1574852
 
Petz,

< Just for clarification, for CPU sales did you use total CPG revenues minus some estimate of chipset/embedded revenue, or did you use ASP * total units?

o AMD reported 14% sequential gain in CPU revenues (taken from AMD's press release).

o I used your best guess of $497M as CPU revenue in Q4'99.

o Using these two numbers, I derived Q1'00 CPU revenues as $567M.

CPG revenues were $577M in Q4'99 and $644M in Q1'00.

Goutama



To: Petz who wrote (106932)4/20/2000 10:59:00 AM
From: chic_hearne  Read Replies (2) | Respond to of 1574852
 
John "Max Pain" Petzinger

John & thread,
I'm very surprised that AMD is actually up for the day. I thought for sure that the options writers would push the stock down to $70 or so today.

With "Max Pain" being significantly lower than the current $77, what does this mean for the stock? To me, it signals that once we get through the expiration we may not get another chance to buy AMD below $80 until after a split.

Any thoughts?

chic


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