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

To: Mani1 who wrote (5575)	8/18/2000 2:13:31 PM
From: Ali Chen	Read Replies (1) \| Respond to of 275872

Mani,<Everyone who has minimal knowledge about heatsink design knows this fact. No offence Ali, but you don't know what you are talking about in this case.> Mani, from your posts it seems that your experience is limited to free-convection designs. Forced convection designs have entirely different set of constraints, and it is your mistake to extrapolate your limited experience on forced-air designs. <Coppermine is not an extreme case.> You are wrong. 1GHz Coppermine at 62C tj and 40C ambient _IS_ an extreme case. See the message addressed to yourself: Message 14209789 P.S. What kind of offence could we possibly talk about here? LOL. Just sincerely trying to help you...

To: Mani1 who wrote (5575)	8/18/2000 2:23:27 PM
From: Maverick	Respond to of 275872

ML:AMD Income projection for FY00, 01 Excerpts fr Merrill Lynch Research 8/17/00 Table 1: AMD Income Statement Summary ($mill/%) Q199 Q299 Q399 Q499 Q100 Q200 Q300E Q400E FY99 FY00E FY01E Revenues 631.6 595.1 662.2 968.7 1,092.0 1,170.4 1,239.8 1,448.0 2,857.6 4,950.3 6,102.6 Cost of Sales 450.4 458.3 474.1 581.5 605.8 612.6 657.3 752.6 1,964.4 2,628.2 3,319.6 Gross Profit 181.2 136.8 188.1 387.2 486.3 557.9 582.5 695.4 893.2 2,322.0 2,783.0 Operating Expenses 287.3 291.8 287.1 315.4 305.6 307.7 316.2 354.8 1,214.1 1,284.3 1,403.6 R&D 159.9 167.3 157.6 150.9 161.3 155.7 161.2 181.0 635.8 659.1 671.3 SG&A 127.3 124.5 129.4 164.5 144.3 152.0 155.0 173.8 578.3 625.1 732.3 Op Income -106.1 -155.0 -99.0 71.7 180.7 250.2 266.3 340.6 -320.9 1,037.8 1,379.4 Non-op Inc (Exp) -10.0 -10.8 -11.3 -5.4 9.6 8.7 0.0 0.0 394.5 18.4 0.0 Pretax Income -116.1 -165.9 -110.3 66.3 190.3 258.9 266.3 340.6 73.6 1,056.1 1,379.4 Provision for Taxes 0.0 0.0 0.0 0.0 0.0 51.8 53.3 68.1 167.4 173.2 427.6 Effective Tax Rate 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 Net Inc bef JV Equity -116.1 -165.9 -110.3 66.3 190.3 207.1 213.0 272.5 -93.7 882.9 951.8 JV Equity Income -2.7 4.0 4.7 -1.2 -1.0 0.0 1.0 1.0 4.8 1.1 1.0 Net Income -118.8 -161.8 -105.5 65.1 189.3 207.1 214.0 273.5 -88.9 884.0 952.8 Earnings per Share (0.81) (1.10) (0.72) 0.43 1.15 1.21 1.23 1.54 (2.21) 5.13 5.25 Shares Outstanding 145.9 146.9 147.4 152.8 171.9 176.2 179.2 181.0 147.1 177.1 183.0 % of Revenues Cost of Sales 83.1% 77.0% 71.6% 60.0% 55.5% 52.3% 53.0% 52.0% 68.7% 53.1% 54.4% Gross Profit 28.7% 23.0% 28.4% 40.0% 44.5% 47.7% 47.0% 48.0% 31.3% 46.9% 45.6% Operating Expenses 45.5% 49.0% 43.4% 32.6% 28.0% 26.3% 25.5% 24.5% 42.5% 25.9% 23.0% R&D 25.3% 28.1% 23.8% 15.6% 14.8% 13.3% 13.0% 12.5% 22.2% 13.3% 11.0% SG&A 20.2% 20.9% 19.5% 17.0% 13.2% 13.0% 12.5% 12.0% 20.2% 12.6% 12.0% Op Income -16.8% -26.1% -14.9% 7.4% 16.5% 21.4% 21.5% 23.5% -11.2% 21.0% 22.6% Non-op Inc (Exp) Pretax Income -18.4% -27.9% -16.7% 6.8% 17.4% 22.1% 21.5% 23.5% 2.6% 21.3% 22.6% Net Inc bef JV Equity -18.4% -27.9% -16.7% 6.8% 17.4% 17.7% -3.3% 18.8% -3.3% 17.8% 15.6% YoY Change Revenue 16.8% 13.0% -3.5% 22.8% 72.9% 96.7% 87.2% 49.5% 12.4% 73.2% 23.3% Gross Profit 54.5% 0.3% -28.5% 26.2% 168.4% 307.9% 209.7% 79.6% 8.5% 160.0% 19.9% Pretax Income NM NM NM NM NM NM NM NM NM NM 30.6% Net Income NM NM NM NM NM NM NM NM NM NM 7.8% Source: Merrill Lynch Estimate