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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (1488)	7/19/2000 11:49:00 PM
From: xun	Read Replies (1) \| Respond to of 275872

Paul, have you sold your AMD shares? TIA. <EOM>

To: Paul Engel who wrote (1488)	7/19/2000 11:49:14 PM
From: AK2004	Read Replies (1) \| Respond to of 275872

Paul since you're posting here so often and also an "investor" in AMD do you think of yourself as a) AMDroid b) Intelabee c) Some sort of a strange mutation just curious......... :-)) Regards -Albert

To: Paul Engel who wrote (1488)	7/20/2000 12:23:25 AM
From: Steve Porter	Read Replies (1) \| Respond to of 275872

Paul: It's really simple. Everyone INCLUDING analysts made estimates based on a 0% tax rate. AMD voluntarily took a 20% tax rate this quarter. Therefore all the estimates were expecting a 0% and are therefore comparable to pretax earnings. That said, AMD is paying taxes from here on out, and all FUTURE estimates will need to be adjusted to take this into account. A further point is that you are correct that AMDs retained earnings for this quarter are $1.21. However, we aren't talking about their retained earnings, but rather earnings vs. estimates, and since earnings were taxed and the estimates not, it's not a fair comparison. Steve

To: Paul Engel who wrote (1488)	7/20/2000 12:54:32 AM
From: Goutam	Read Replies (4) \| Respond to of 275872

Paul, Clue - it was $1.21 NOT $1.51 !!! You are correct about $1.21 being the AMD EPS after taxes. But the contest guestimates were for earnings per share before taxes. Visit the link provided below to see the contest rules. Contest Items Provide your estimates for one or more of the following [Note: Only the participants that provided estimates for all the items listed below will be entered into the "Overall Winners" category.] 1.Earnings per Share(EPS) [ Before Taxes + based on fully diluted shares. ] 2.Athlons sold and Average Selling Price(ASP) 3.K6-X sold and ASP 4. [...] [...] epscontest.com _______ Goutama .