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

To: chic_hearne who wrote (1953)7/22/2000 6:09:38 PM
From: GoutamRead Replies (1) | Respond to of 275872
 
chic,

<I think it all started this Q off of the first guesses. As I recall, the first few were around $2.00 per share to start with.>

I was one of those culprits :{

<How about having the historically most accurate 10 put up their guesses first? >

Great idea! Starting the contest with 4 to 5 guesses from historically accurate participants, instead of 10 would be more practical though. I'm also planning on adding a separate table containing guesses, only from the the participants that have been more accurate in their past estimates (<=10% error).

Goutama
.



To: chic_hearne who wrote (1953)7/24/2000 12:25:17 PM
From: Joe NYCRespond to of 275872
 
Chic,

I don't think the first entries were bad. Based on the information available when first group of entires were, the entries look ok to me. At that time, it was not reasonable to expect that AMD will not sell any Duron and hardly any Thunderbirds in Q2. The KT133 disaster has not fully played out.

Later on in the quarter, when it was reasonable to expect that there is a shortage of chipsets, the earnings estimates came down, at least among SI posters.

Joe


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