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

To: niceguy767 who wrote (115877)	6/14/2000 3:45:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1579737

RE:"Saw a paid for TV commercial this AM featuring AMD AThlons from 750 MHz to 1 gig...The company selling the "spry Athys" while (in their words) supplies lasted, was Everex(?) who claimed to be a $23 billion company building 500,000 computers per month (don't know the mix)...Great sales presentation and I'd guess, very successful as there just isn't much competition in this range..." Everex has been around for a long time...at least 10, maybe 15 years. I thought they were primarily a server company but lately they have entered the retail sector. Now they are claiming top 10 tier retail status. everex.com everex.com Jim

To: niceguy767 who wrote (115877)	6/14/2000 3:50:00 PM
From: Goutam	Read Replies (2) \| Respond to of 1579737

TO: all AMD Q2 EPS Contest When you post your EPS contest estimates, you don't need to post it to me. I read every message on this board, so you can post to any one or to the first post (Duncan Baird) Current list of AMD Q2'00 EPS Contest estimates: epscontest.com K7s K6-xs CPG Memory Total Message Sold K7s Sold K6-xs Revenues Sales Revenues Stock Name Board Date EPS (M) ASP (M) ASP (M) (M) (M) Price+ =================== ============ ======== ===== ==== ======= ===== ======= ======== ======= ======== ======= DANY AMDZone 06-02-00 $1.36 $229 $53 $904 $335 $1150 $113.00 eCo AMDZone 06-09-00 $1.96 1.95 $230 5.30 $51 $830 $360 $1274 $141.00 CGN41 AMDZone 06-03-00 $2.01 2.78 $249 4.50 $53 $988 $388 $1511 $149.70 eander315 Cam's board 06-03-00 $1.70 $129.25 Geoff Mathias Cam's board 06-03-00 $1.85 1.95 $230 4.85 $49 $686 $365 $1165 $125.00 Cameron Jones Cam's board 06-03-00 $1.90 1.96 $255 5.32 $58 $750 $402 $1320 $117.00 Richard Aronson Cam's board 06-03-00 $2.05 $114.00 mmagic ClearStation 06-10-00 $1.85 $1365 $150.00 Peter Luc JC News 06-10-00 $1.30 1.80 $220 4.60 $45 $780 $400 $1180 $105.00 Jonathan Ruedisueli JC News 06-02-00 $1.35 2.10 $225 4.00 $45 $335 $105.00 Casey JC News 06-10-00 $1.51 1.90 $230 5.30 $51 $807 $412 $1219 $107.00 Kix Butts JC News 06-12-00 $1.51 1.80 $209 4.10 $48 $657 $353 $1146 $109.00 plethora JC News 06-01-00 $1.80 Grave JC News 06-02-00 $1.80 2.90 $230 4.80 $45 $330 $098.00 mikron JC News 06-02-00 $1.88 2.00 $220 4.80 $54 $799 $350 $1230 $160.00 Reinhard JC News 06-02-00 $1.92 2.10 $233 4.20 $52 $710 $340 $121.00 ratdogg JC News 06-02-00 $2.03 1.90 $220 4.60 $56 $744 $320 $1310 $158.44 ANDRE JC News 06-03-00 $2.08 2.10 $278 5.50 $43 $845 $390 $1351 $148.00 lahoz Motley Fool 06-12-00 $1.45 2.30 $235 4.90 $51 $865 $370 $1325 $121.00 deployboy2000 Motley Fool 06-02-00 $1.48 $246.50 fillmore Motley Fool 06-02-00 $1.64 cordob Motley Fool 06-02-00 $1.72 kcmurphy Motley Fool 06-12-00 $1.75 2.30 $220 6.00 $60 $850 $420 $1300 $125.00 MyluvBeTru Other 06-11-00 $2.20 2.26 $250 5.70 $52 $941 $356 $1320 $135.00 eetnoyer Raging Bull 06-08-00 $1.28 1.90 $250 4.80 $54 $814 $360 $1174 $125.00 ABurner Raging Bull 06-08-00 $1.56 1.80 $245 4.70 $53 $790 $353 $1260 $111.00 sf_jeff Raging Bull 06-09-00 $1.78 1.80 $241 4.70 $54 $765 $354 $1255 $123.00 lymanking Raging Bull 06-01-00 $2.07 1.95 $260 4.80 $60 $839 $353.5 $1307 $130.00 lawguyman Raging Bull 06-01-00 $2.10 1.80 $300 5.40 $65 $991 $387 $1378 $092.00 Mani Ahmadi SI 06-07-00 $1.48 1.90 $230 4.40 $52 $756 $360 $1270 $106.00 chic hearne SI 06-13-00 $1.48 1.80 $270 4.50 $52 $790 $370 $1250 $113.00 minnow68 SI 06-07-00 $1.70 1.80 $282 4.50 $50 $731 $353 $1208 $102.00 eplace SI 06-13-00 $1.72 1.80 $260 4.50 $53 $776 $354 $1241 $133.00 paul ma SI 06-02-00 $1.77 1.90 $240 4.50 $51 $780 $359.7 $1260 $125.00 THE WATSONYOUTH SI 06-07-00 $1.77 1.98 $238 4.50 $54 $785 $356 $1260 $112.00 Jozef Halada SI 06-07-00 $1.92 1.95 $240 5.05 $53 $810 $360 $1280 $105.00 milo_morai SI 06-07-00 $1.99 2.00 $238 4.75 $55 $839 $361 $1299 $138.00 Goutama SI 06-07-00 $2.03 2.00 $240 4.80 $53 $834 $355 $1305 $144.00 pgerassi SI 06-07-00 $2.05 2.00 $230 4.60 $55 $760 $380 $1270 $145.00 Midnight_Trader Yahoo 06-08-99 $1.43 1.90 $240 4.80 $51 $740 $360 $1230 $125.00 alta_is_for_skiers Yahoo 06-07-00 $1.48 $773 $353 $1250 p3killer Yahoo 06-07-00 $1.76 2.10 $250 4.70 $42 $793 $365 $1286 Vadim17 Yahoo 06-11-00 $1.86 2.20 $235 4.50 $51 $815 $365 $1285 $135.00 K7s K6-xs CPG Memory Total Sold K7s Sold K6-xs Revenues Sales Revenues Stock EPS (M) ASP (M) ASP (M) (M) (M) Price+ ===== ==== ======= ===== ======= ======== ======= ======== ======= Averages Combined: $1.75 2.02 $241.49 4.79 $52.11 $804.03 $363.48 $1271.59 $127.42 AMDZone $1.78 2.36 $236.00 4.90 $52.33 $907.33 $361.00 $1311.67 $134.57 Cam's board $1.87 1.96 $242.50 5.09 $53.50 $718.00 $383.50 $1242.50 $121.31 ClearStation $1.85 $1365.00 $150.00 JC News $1.72 2.07 $229.44 4.66 $48.78 $763.14 $358.89 $1239.33 $123.49 Motley Fool $1.61 2.30 $227.50 5.45 $55.50 $857.50 $395.00 $1312.50 $164.17 Other $2.20 2.26 $250.00 5.70 $52.00 $941.00 $356.00 $1320.00 $135.00 Raging Bull $1.76 1.85 $259.20 4.88 $57.20 $839.80 $361.50 $1274.80 $116.20 SI $1.79 1.91 $246.80 4.61 $52.80 $786.10 $360.87 $1264.30 $122.30 Yahoo $1.63 2.07 $241.67 4.67 $48.00 $780.25 $360.75 $1262.75 $130.00 Total Entries: 43 34 35 34 35 34 36 34 38 Standard Dev: 0.24 0.25 19.03 0.43 4.63 72.61 21.69 70.65 25.91 Averages History ================ K7s K6-xs CPG Memory Total Sold K7s Sold K6-xs Revenues Sales Revenues Stock EPS (M) ASP (M) ASP (M) (M) (M) Price+ ===== ==== ======= ===== ======= ======== ======= ======== ======= Jun 14, 2000 $1.75 2.02 $241.49 4.79 $52.11 $804.03 $363.48 $1271.59 $127.42 Jun 12, 2000 $1.77 2.02 $241.93 4.79 $52.00 $806.86 $361.88 $1274.90 $128.68 Jun 10, 2000 $1.78 1.99 $244.13 4.74 $52.35 $787.91 $358.43 $1269.90 $128.42 Jun 7, 2000 $1.80 2.05 $242.17 4.70 $52.58 $802.82 $354.86 $1293.10 $136.84 Q1'00 Actual Numbers(some are best guesses based on AMD's Q1'00 CC.) $1.15 1.20 $238.00 5.30 $53.00 $327.00 $71.00 Q1'00 Apr 13, 2000 Estimates $0.91 1.61 $234.18 5.07 $53.40 $325.51 $70.55 Q4'99 Actual Numbers(some are best guesses based on AMD's Q4'99 CC. Credits: John Petzinger,SI) $0.43 0.80 $249.00 5.20 $56.00 $275.00 $38.00 Q4'99 Dec 31, 1999 Estimates $0.29 1.15 $270.00 4.77 $57.00 $264.00 $39.91 +NYSE - AMD Stock Closing(16:00 - 16:30 EST) Price the Day after EPS Release.

To: niceguy767 who wrote (115877)	6/14/2000 3:51:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1579737

Niceguy - RE: "Saw a paid for TV commercial this AM featuring AMD AThlons from 750 MHz to 1 gig..." Speaking of commercials, I saw a Gateway commercial the other day that was just advertising the Gateway name and PC in general. They didn't show a specific PC, just showed something like how great Gateway is. At the end of the commercial, the ad said "Gateway PCs offer the AMD Athlon processor". In the past, whenever Gateway has done these kinds of commercials, where they don't directly advertise a certain system, they featured Intel...