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To: Petz who wrote (5590)	8/18/2000 2:48:38 PM
From: AK2004	Respond to of 275872

John re:When we start seeing more (is there any?) $6.XX and $7.XX estimates for 2001, at least one :-)) Gerard Klauer revised from 5.20 to 6.45 on 15-Aug-00 Regards -Albert FIRST CALL Earnings Estimates Summary for AMD Advanced Micro Devices, Inc. Fiscal Year Ending Dec Last Updated: 18-Aug-00 02:26pm -------------------------------------------------------------------------------- Year Q1 Q2 Q3 Q4 Fisc Yr Num Cal Yr Num Ending Mar Jun Sep Dec Annual Brok Annual Brok 2001 1.17 1.21 1.32 1.49 5.18 16 5.18 16 2000 1.15A 1.21A 1.25 1.55 5.15 16 5.15 16 1999 -0.81A -1.10A -0.72A 0.43A -2.20A 21 -2.20A 19 1998 -0.39A -0.45A 0.01A 0.15A -0.68A 23 -0.68A 20 1997 0.09A 0.07A -0.22A -0.09A -0.15A 21 -0.15A 18 1996 0.18A -0.26A -0.28A -0.15A -0.51A 23 -0.51A 18 -------------------------------------------------------------------------------- Consensus Recommendation: 1.7 Secular Growth Rate: 18 % -------------------------------------------------------------------------------- FIRST CALL Earnings Estimates for AMD Fiscal Year Ending Dec 2001 Last Updated: 16-Aug-00 -------------------------------------------------------------------------------- Q1 Q2 Q3 Q4 Annual Last Confirmed/ Brokers Mar-01 Jun-01 Sep-01 Dec-01 Revised/Orig. Bernstein: 1.30 1.22 1.46 1.41 5.40 9-Aug-00 Previous: - - - - 4.40 9-Aug-00 Chase H&Q: 1.18 1.22 1.38 1.72 5.50 10-Aug-00 Previous: 1.22 1.26 0.75 1.64 2.80 13-Apr-00 Deutsche BancAB: 1.10 1.35 1.45 1.65 5.55 1-Aug-00 Previous: 1.01 1.31 1.44 1.63 5.40 20-Jul-00 Gerard Klauer: 1.48 1.54 1.62 1.80 6.45 15-Aug-00 Previous: 1.17 1.21 1.33 1.49 5.20 20-Jul-00 Goldman Sachs: - - - - 4.50 5-Aug-00 Previous: - - - - 2.85 20-Jul-00 Josephthal: - - - - 5.60 16-Aug-00 Previous: - - - - 3.25 16-Jun-00 Lehman Brothers: 1.18 1.18 1.27 1.36 5.00 9-Aug-00 Previous: 1.00 0.96 1.06 1.18 4.20 20-Jul-00 Merrill Lynch: - - - - 5.25 2-Aug-00 Previous: - - - - 4.58 20-Jul-00 Needham & Co.: 1.22 1.29 1.47 1.76 5.79 31-Jul-00 Previous: 1.21 1.28 1.51 1.79 5.08 2-Jun-00 Prudential Sec.: 1.23 1.18 1.35 1.54 5.30 28-Jul-00 Previous: 0.97 0.89 1.02 1.13 4.00 20-Jul-00 Robertson Steph: 1.00 0.96 1.06 1.18 4.20 17-Jul-00 Previous: 0.64 0.75 0.85 1.11 3.35 17-Jul-00 Sal. Smith Barn: 1.21 1.31 1.42 1.56 5.50 20-Jul-00 Previous: 1.17 1.19 1.23 1.40 5.00 20-Jul-00 Wit SoundView: 1.27 1.27 1.45 1.68 5.66 31-Jul-00 Previous: - - - - 4.94 20-Jul-00 FIRST CALL Consensus Statistics # Brokers 13 13 13 13 16 Current Mean: 1.17 1.21 1.32 1.49 5.18 16-Aug-00 Previous Mean: 1.19 1.23 1.36 1.53 5.28 14-Aug-00 Std. Deviation: 0.20 0.24 0.30 0.37 0.99 Report Date: 04/12w 07/19w

To: Petz who wrote (5590)	8/18/2000 3:30:49 PM
From: Mani1	Read Replies (1) \| Respond to of 275872

John re <<When we start seeing more (is there any?) $6.XX and $7.XX estimates for 2001, AMD can break through 100 (50 post split).>> The high estimate for 2001 is $6.50. But the low is $2.12. Most analyst are predicting much higher 2001 earnings, but the problem is that couple of old estimates remains very low. All is EPS estimates is just BS. For example, the low estimates for Q3 and Q4 are $1.03 and $1.19 respectively. Even with these two estimates the 2000 earnings would be $1.58. But the low for 2000 is $4.00. How can that be???? Even if you go by the lowest estimates for the next two quarters, the estimate for the year is $1.58 short. Clearly some of these estimates are old and meaningless. Who ever is in charge of publishing them is not doing the job. One way or the other, I think AMD will be much higher at the end of the year. biz.yahoo.com Mani