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

To: Goutam who wrote (116836)	6/21/2000 1:10:00 AM
From: enzyme	Read Replies (1) \| Respond to of 1571808

Goutama here's my entry: EPS 1.71 K7's sold 1.95 K7 ASP 252 K6's sold 4.65 K6's ASP 53 CPG rev 878 Memory 362 Total rev 1230 price 119 with respect and thanks 'zyme

To: Goutam who wrote (116836)	6/21/2000 4:46:00 AM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 1571808

Goutama, 1. $1.37 eps (taxed) 2. 1.85M K7 @ $230 3. 4.5M K6 @ $53 4. CPG Revenues = $715M 5. Memory Group = $347M 6. Total Revenues = $1,225M 7. Closing price = $121 Pravin

To: Goutam who wrote (116836)	6/21/2000 6:12:00 AM
From: ptanner	Respond to of 1571808

Goutama, 2Q00 EPS Contest 1. $1.76 eps (pre-tax, 175M diluted shares) 2. 1.9M K7 @ $230 3. 4.6M K6 @ $52 4. CPG Revenues = $765M 5. Memory Group = $358M 6. Total Revenues = $1,253M 7. Closing price = $122 Thanks, PT

To: Goutam who wrote (116836)	6/21/2000 12:55:00 PM
From: Alighieri	Respond to of 1571808

EPS contest Goutama, belated numbers.... 1. $1.73 eps (un-taxed) 2. 1.91mm K7 @ $245 3. 4.5mm K6 @ $54 4. CPG Revenues = $711.55M 5. Memory Group = $390M 6. Comm group = $94 7. Other income = $50 8. Total Revenues = $1,245M 9. Closing price = $115 Al

To: Goutam who wrote (116836)	6/21/2000 2:49:00 PM
From: that_crazy_doug	Respond to of 1571808

Here's my EPS contest entry: EPS: $1.86 K7s Sold: 2.05M K7 ASP: 235 K6s Sold: 5.0M K6 ASP: 53 CPG Revenue: 830M Memory Sales: 390M Total Revenue: 1.31B Stock Price: $117

To: Goutam who wrote (116836)	6/21/2000 2:58:00 PM
From: kash johal	Respond to of 1571808

Goutama, Here's my forecast:EPS: $1.50 K7s Sold: 2M K7 ASP: 200 K6s Sold: 5.0M K6 ASP: 50 CPG Revenue: 710M Memory Sales: 400M Total Revenue: 1.2B Stock Price: $99 regards, Kash

To: Goutam who wrote (116836)	6/21/2000 5:56:00 PM
From: xun	Read Replies (1) \| Respond to of 1571808

Goutama, EPS Contest K7: 1.8M x $200 K6: 5M x $50 CPG: $700M Memory: $400M Total: $1.2B EPS: 1.63 Stock Price: $107 panic

To: Goutam who wrote (116836)	6/22/2000 1:08:00 AM
From: Cirruslvr	Respond to of 1571808

Goutama, Here are my estimates: 1. EPS: $1.42 2. 2M @ 218 3. 4.5M @ $50 4. $731M 5. $370M 6. $1212M 7. $105 - I'm always really bad at these so I'll make a (hopefully) conservative guess. ;) EDIT: Hmm, I just saw the everyone else's estimates. My EPS seems comparitively low... EDIT 2: Please make these changes: 1. $1.53 6. $1232 I forgot "Other."

To: Goutam who wrote (116836)	6/22/2000 9:23:00 PM
From: MYNGA	Respond to of 1571808

My guess for Q2 : Flash 370M Network 110M Others 20M Chipset/embeded chips 70M K6-2 desktop 3.6Mx33 = 119M, K6-2 laptop 1.1M x 70 = 77M total 4.7M 196M, asp = $42. Athlons classic 1.9M asp x 225 = 428M Thunderbird (dresden) 100Kx270 = 27M Thunderbird (Austin) 40Kx220 = 9M Duron 160Kx100 = 16M total 2,200,000 units 480M, asp = $219 total revenue 1246M Break even 960M profit 286M. EPS = $1.69 Summary : eps $1.69 K7 2.2M asp $219 K6-2 4.7M asp $42 CPG 746M memory 370M total revenue 1246M. Stock price $105.