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

To: Pravin Kamdar who wrote (9756)	9/22/2000 1:25:14 AM
From: Jim McMannis	Read Replies (2) \| Respond to of 275872

RE:"Can anyone recommend a good, but reasonably priced, web hosting service. I got signed up with PrimeMaster a few days ago and have had nothing but problems" I certainly can. I use Yahoo for web hosting. $14.95 month. website.yahoo.com Jim

To: Pravin Kamdar who wrote (9756)	9/22/2000 1:33:57 AM
From: jcholewa	Read Replies (1) \| Respond to of 275872

> My guess is that AMD only sells 3.3 million Athlon core processors in Q3, but that they still beat EPS estimates. Q4 > looks great, though. The check's in the mail! I've been guesstimating that AMD "ships" 3.6 million and sells 3.4 million. The 3.6 number was a shipping estimate, not a selling estimate, right? -JC

To: Pravin Kamdar who wrote (9756)	9/22/2000 1:56:47 AM
From: Yougang Xiao	Read Replies (3) \| Respond to of 275872

Pravin, Chic and others preparing to jump due to AMD's possible inaction on PR front tomorrow. AMD's pre-warn history suggested distinctive trends: 1. AMD pre-warns initially, then follows up with a more definative warning if the nature of the short-fall is internal and production related. 2. AMD pre-warns later in the quarter in question if the short-fall caused by external and market conditions See below for AMD pre-warn samples. Bottom line: AMD's previous guidances on Q3 may very well be placed on the hope that the larget sales will occur in September, particularly, the last two weeks of September. There is a very realistic chance that due to Intel's all out efforts to make its ugly Q3 less ugly in numbers by offering hard to refuse deals to OEMs. Thus, AMD is at the moment less certain whether they will meet the guidance of 7 million total and 3.6 million Athlons respectively for Q3. Remember, tomorrow is just 9/22 and in all fairness, AMD may not know their numbers while they are pushing their sales fiercely to box makers. The end results: 1. They may still make the numbers but they do not know tomorrow, thus no guidance repeated. 2. They can not meet their guidance, and we shold hear from that pre-warning no later than next Tuesday. Market condition related warning: _________________________________ www1.amd.com SUNNYVALE, CA--June 23, 1999-- AMD today announced that it will report an operating loss in the range of $200 million for the quarter ending June 27, 1999, due to a sharp decline in average selling prices for its AMD-K6® processor family and lower unit shipments Internal and production related warnings: _________________________________________ www1.amd.com SUNNYVALE, CA --February 04, 1999-- AMD announced today that, based on a re-assessment of competitive conditions, the company could incur an operating loss in the current quarter. www1.amd.com SUNNYVALE, CA --March 08, 1999-- Atiq Raza, AMD co-chief operating officer and chief technical officer, said today that the company will fall short of its goal of shipping 5.5 million units of AMD-K6® family processors in the current quarter. The shortfall will result in a significant loss for the quarter. www1.amd.com ______________________________________________________________ SUNNYVALE, CA--September 03, 1997-- AMD announced today that it expects to report a small operating loss for the quarter ending September 28, 1997. "In the face of strong demand for AMD-K6 MMX Enhanced Processors, we are ramping Fab 25 as rapidly as possible on current 0.35-micron technology while preparing for the migration to 0.25-micron technology, where pre-production has already commenced," said W.J. Sanders III, chairman and chief executive officer. www1.amd.com SUNNYVALE, CA --September 30, 1997-- AMD announced today that the company produced and shipped one million AMD-K6™ MMX™ Enhanced Processors in the third quarter and still plans to produce approximately two million AMD-K6s in the fourth quarter. During the third quarter, lower than expected AMD-K6 yields resulted in lower revenues and an operating loss that was substantially larger than anticipated. The company will report third-quarter financials after the market closes on Tuesday, October 7, 1997.