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

To: Joe NYC who wrote (120561)	7/19/2000 1:11:56 PM
From: niceguy767	Respond to of 1582415

Jozef: If those numbers are reliable, AMD is looking at approx. $1.23 billion in revenues in Q2 and approx. $100 million in pre-tax incremental profit from Q1 which with a few adjustments for one-time quarter entries results in about $1.50/sh., well above the whisper of $1.14...Not too shabby at all...but don't be surprised if even these outstanding numbers are surpassed!!!

To: Joe NYC who wrote (120561)	7/19/2000 1:32:39 PM
From: EricRR	Respond to of 1582415

Here it is again: Even more significant, AMD has dramatically boosted the average selling prices of its processors, while Intel's average prices have continued to slide. According to Mercury, AMD's average pricing rose to $103 in the second quarter from $87 in the first quarter. Intel's average prices, by contrast, dropped to $189 from $192 in the same period. I find it interesting that their ASP matches one in my spreadsheet that I used for epscontest.com My estimate is: # ASP Revenue Athlon 1.95 $240 468 K6 5.05 $53 267 Combined 7.00 $105 735 $16 in higher ASP's times 7 million chips (lets make it 6.5 to be conservative) $16* 6.5 million = 110.5 million in extra profit. subtract dresden depreciation of 14 million, + 28 million in one time start charges. Add extra flash revenue of 26 million. 93 million in new profit, or 60 cent a share. 1.75 cents a share this quarter, not counting possible CPU unit upside. This is my final answer!