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

To: andreas_wonisch who wrote (10787)	9/29/2000 3:30:41 PM
From: Goutam	Read Replies (1) \| Respond to of 275872

Andreas, re: eps contest entry One of the estimates i'm looking for is CPG revenues. I took the liberty to enter it as $796 millions, after calculating it from your other numbers as below - CPG revenues = total revenues - Memory revenues - $25 millions for the other = 1220 - 399 - 25 = $796 millions $796 million of CPG revenues leaves (after deducting your estimate of $758 millions of CPU revenues) only $38 millions for the chipsets + embedded + network products portion of the revenue that goes into CPG revenues. IMO, it's a very low number! goutama

To: andreas_wonisch who wrote (10787)	9/29/2000 4:18:44 PM
From: Maverick	Respond to of 275872

AMD EPS: $0.66 (5 cents > consensus), rev: $1,240 MM Memory Group Rev: $405.44 2Q00 it was $362MM. Although AMD guided 10% rev increase, IMHO it should be 12%. This is where the upside comes from as AMD raised contract prices according to SSB. amd.com Total Rev: 1,240 (6% increase sequentially) EPS: $0.66/shr (5 cents above consensus. This is great considering its peers and OEMs) Currently, the whisper is unrealistically high: $0.68 Zack consensus: $0.61 AMD shr price COB 10/12/00: $36 w/ good forward looking statement Expect AMD to announce shipment of 1.2GHz TBirds on Mon 10/9/00