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

To: Cirruslvr who wrote (115106)	6/9/2000 12:26:00 AM
From: tejek	Respond to of 1572209

Cirruslvr I haven't read all the posts about this so sorry if some of it has already been posted. This is clearly going to be a messed up year when dealing with earnings projections because of the loss carryovers. We don't know when AMD will start to get taxed and therefore we don't know how overall EPS growth will be 2000 -> 2001. I read somewhere this week (sorry don't know where) that business was so good at AMD that they thought they would start to pay taxes this quarter. You said you were worried that in the past month or so 2000 projections became larger than 2001's. Here is some data from First Call: (last X days) 7 30 60 90 2000 2 4 18 17 (# of estimates 2001 2 5 13 10 revised up) While analysts have been increasing 2000 estimates in the past 60 - 90 days, they haven't always increased 2001 estimates at the time. This is basically what you saw was reported, but just the end result. Actually the analysts have raised each year estimates at the same time...according to Zack's Research. There have been 4 revisions in the past 30 days for both yearly consensus estimates. RE: "As for my posts this AM, I regret bringing this stuff to the thread. It seems lately that almost any negative or critical comments wrt AMD is met with almost derision. Frankly, it is starting to sound like the Intel thread of last year." Yeah, that has happened here more so than in the past. At least this thread is VERY up to date in AMD's doings. It seems some people on that thread are just coming to terms with the problems Intel has had for some time. There is a whole lot more discussion about Intel's blind dedication to DRDRAM. It is almost like group therapy. ;) But what makes it bad is some RamBUST investors have gone over there acting like therapists! It is like a tobacco company trying to calm someone who has received lung problems as a result of smoking the company's cigarettes. ;) I agree...its taken them a year and half to come to terms with Intel. I would not want us to get that complacent. ted