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To: ptanner who wrote (152709)12/17/2001 4:08:50 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
PT, >AMD Contest Categories
(a) Total Revenues
(b) CPU Revenues
(c) Flash Revenues
(d) Number of CPUs sold
(e) EPS (diluted)
(f) Closing stock price day after earnings release.

Intel Contest Categories
(a) Total Revenues
(b) Intel Architecture Group Revenues
(c) Intel Architecture Group Profits
(d) Intel Communications Group Revenues
(e) EPS (diluted)
(f) Closing stock price day after earnings release.


My prediction is that the 49ers will meet the Patriots in the Super bowl. Actually, St. Louis - Pittsburgh.

Pretty ambitious category list. You should invite Dan Niles, Jonathan Joseph and Joe Osha, who get paid big bucks for this sort of thing.

Big yawn from me.

Tony



To: ptanner who wrote (152709)12/17/2001 4:15:09 PM
From: Elmer  Read Replies (1) | Respond to of 186894
 
I'm going to go way out on a limb here and predict Intel will make money and AMD won't. No flames please. It's just a gut feel.

EP



To: ptanner who wrote (152709)12/17/2001 5:52:57 PM
From: steve harris  Read Replies (1) | Respond to of 186894
 
ptanner,

re:Intel Earnings contest

I appreciate your efforts.

Only one thing is predictable in Intel's earning releases, they will exceed their guidance on investments.

Current guidance is for a 230 Million loss.

I expect Intel will not to show an investment loss, and every analyst will bow at their feet, and not question the obvious.

Make it so,
Mysef



To: ptanner who wrote (152709)12/17/2001 7:08:58 PM
From: ptanner  Respond to of 186894
 
History & Guidance for SI EPS Contest for AMD & Intel 4Q01

The information below is taken directly from the press releases on the websites from the respective companies.

AMD Contest Categories

3Q01 4Q01 Guidance
(a) Total Revenues $766 +10% or better
(b) CPU Revenues $467 record (>$661)
(c) Flash Revenues $210 no better than flat
(d) Number of CPUs sold 7.7 record (>7.7)
(e) EPS (diluted) -$0.28
(f) Closing Stock Price

Note: All values in millions except EPS
Note: AMD earnings are pro-forma and before one-time charges. The same basis will be used in the contest.
Sources:
amd.com
amd.com
amd.com

Intel Contest Categories

3Q01 4Q01 Guidance
(a) Total Revenues $6,545 $6,700 to $6,900
(b) Intel Arch Group Rev $5,393
(c) Intel Arch Group Profits $1,328
(d) Intel Commun. Group Rev $580
(e) EPS (diluted) $0.10
(f) Closing Stock Price

Note: All values in millions except EPS
Note: Intel earnings are pre-acquisition costs and the same basis will be used in the contest. Yahoo.
Sources:
intel.com
intel.com

Yahoo company research (includes revenue and EPS projections):
biz.yahoo.com
biz.yahoo.com

-PT



To: ptanner who wrote (152709)12/19/2001 1:50:38 AM
From: ptanner  Read Replies (1) | Respond to of 186894
 
Entries update for SI EPS Contest for AMD & Intel 4Q01

Message 16808694



To: ptanner who wrote (152709)1/4/2002 12:16:36 AM
From: ptanner  Respond to of 186894
 
Entries update for SI EPS Contest for AMD & Intel 4Q01
Message 16860244



To: ptanner who wrote (152709)1/5/2002 9:54:50 PM
From: ptanner  Respond to of 186894
 
Entries update for SI EPS Contest for AMD & Intel 4Q01
Entry Deadline: 9:30AM EST, January 14
Message 16867417



To: ptanner who wrote (152709)1/7/2002 1:29:23 AM
From: ptanner  Respond to of 186894
 
Entries update for SI EPS Contest for AMD & Intel 4Q01
Time Left: 7 days and 8 hours
Entry Deadline: 9:30AM EST, January 14
Message 16870347



To: ptanner who wrote (152709)1/11/2002 3:22:32 AM
From: ptanner  Respond to of 186894
 
*** Entries update for SI EPS Contest for AMD & Intel 4Q01 ***
Time Left: 3 days and 6 hours
Entry Deadline: 9:30AM EST, January 14
Message 16893537

Contest Rules & Guidance: Message 16893533



To: ptanner who wrote (152709)1/12/2002 4:23:46 AM
From: ptanner  Respond to of 186894
 
*** Entries update for SI EPS Contest for AMD & Intel 4Q01 ***
Time Left: 2 days and 5 hours
Entry Deadline: 9:30AM EST, January 14
Message 16899118

Contest Rules & Guidance: Message 16893533



To: ptanner who wrote (152709)1/14/2002 12:55:24 AM
From: ptanner  Respond to of 186894
 
*** Entries update for SI EPS Contest for AMD & Intel 4Q01 ***
Time Left: 0 days and 8 hours
Entry Deadline: 9:30AM EST, January 14
Message 16904346

Contest Rules & Guidance: Message 16893533



To: ptanner who wrote (152709)1/15/2002 1:17:04 AM
From: ptanner  Read Replies (1) | Respond to of 186894
 
*** Final Entries for SI EPS Contest for AMD & Intel 4Q01 ***
Message 16910227
Note: Team member requirement has been reduced from 5 to 3.



To: ptanner who wrote (152709)1/17/2002 3:22:09 AM
From: ptanner  Respond to of 186894
 
*** INTEL EPS Contest Results ***
Message 16922480



To: ptanner who wrote (152709)1/18/2002 4:15:07 AM
From: ptanner  Respond to of 186894
 
*** AMD EPS Contest Results ***
Message 16928503