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


To: Joe NYC who wrote (114521)6/6/2000 1:50:00 AM
From: Mani1  Read Replies (1) | Respond to of 1574176
 
Joe re <<Pravin, You win this contest:>>

Hey, I called it first on May 28th.

Message 13791442

Mani



To: Joe NYC who wrote (114521)6/6/2000 2:21:00 AM
From: Pravin Kamdar  Read Replies (2) | Respond to of 1574176
 
Joe,

I was just going by AMD guidance. They have been sticking remarkably close to their stated roadmap for about six months.

So, what do we have to look forward to? Here is what my crystal ball is showing me:

Q2:
* Official Duron launch on 6/19 (according to Anand).
* Earnings warning (positive).
* Split announcement (possible).

Q3:
* Blowout Q2 earnings report ($1.40 per share).
* Stock trades at $140 the day after the CC.
* Split announcement with Q2 earnings (probable).
* 1.1 and 1.2 Ghz Athlon releases.
* 750 and 800 Mhz Duron releases.
* SIS integrated chipset.
* 760 DDR chipset release with blowout benchmarks at 1.2 Ghz.
* Surprise Micron Samurai DDR chipset with even higher performance and SMP capability.

Q4:
* Blowout Q3 earnings report.
-- $2.50 per share (pre-split) on operations,
plus $2.00 per share for comm sale (all fully taxed).
* Stock trades at $200 the day after the CC (pre-split)
* 1.33 Ghz Athlon release (late Q4).
* 0.13u production wafer starts (maybe late Q3).
* 850 and 900 Mhz Duron releases.
* 760MP chipset.
* The Hammer family outlined at the 2000 Microprocessor Forum.
* Mustang release at 1.2+ Ghz (with surprises).
* 900 Mhz mobile Corvette with PowerNow! release.
* Ali chipset.
* Announcement that Dell adopts the entire AMD processor product line.

Q1:
* Blowout Q4 earnings ($5.00 per share pre-split).
* Another split announcement.
* Stock trades at $300 the day after the CC (pre
-split)
* 1.5 Ghz Mustang
* Dual core Sledgehammer samples.

What can we add to this list?

Pravin.