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

To: Goutam who wrote (118877)	7/2/2000 11:00:13 PM
From: Dan3	Respond to of 1578701

Earnings Contest Hi Goutama, Here is my entry - 2.2 million K7 at ASP of $215 4.9 million K6 at ASP of $55 $345 million Flash (memory group) $125 million Misc (total computing group of $867.5 million) Total revenue of $1,212.5 million Costs of $935 million EPS of $1.73 Stock price day after earnings $120 Regards, Dan

To: Goutam who wrote (118877)	7/3/2000 10:18:39 AM
From: milo_morai	Respond to of 1578701

Nice info covers ULTRA, Duron, DDR, SMP on roadmap. Most have seen similar info. amd.com Milo

To: Goutam who wrote (118877)	7/3/2000 4:07:14 PM
From: Charles R	Read Replies (1) \| Respond to of 1578701

Goutama, <To all: Q2 EPS Contest> This quarter's contest has become a complete crapshoot (more so than ever) because of the motherboard situation. Fab capacity numbers suggest that any unit output between 6.5-7.5Mu is entirely possible. With K6s around 4.7M (+/- 200k) and the rest being Athlons and Durons. Depending on the assumptions made about tax rates and ASPs earnings could be anywhere between $1.30-$2.10. Given the spread and given that there are still almost no KT133s are shipping, there is a good chance that the some of the bulls may be disappointed - Good luck to the participents. Chuck P.S.: Even the $1.30 number is quite OK since the street expectations at about $1.10 are much lower than internet bulleting board expectations.