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


To: ptanner who wrote (84774)7/13/2002 12:02:07 AM
From: milo_moraiRead Replies (1) | Respond to of 275872
 
Only 997 new messages since vacation. Quick summary of last 14 days would be nice.

M.



To: ptanner who wrote (84774)7/14/2002 3:17:16 PM
From: Dan3Read Replies (1) | Respond to of 275872
 
My wild guess on earnings - I was surprised by the 600 million number from AMD, so don't feel particularly confident about any of these numbers:

Name: Dan3 on SI
Team: AMD or SI
(Previous or current teams: AMD, Intel, JC, Lurker, Raging Bull, SI)

AMD CONTEST
(a) Total Revenues = $600
(b) CPU + other Revenues = $417
(c) Flash Revenues = $183
(d) Number of CPUs Sold = 5.5 million
(e) EPS (diluted) = $-0.75
(f) Closing Stock Price = $8.35 (though my own investments have been made with the thought that less negative forward guidance may support a stock close quite a bit higher).

INTEL CONTEST
(a) Total Revenues = $6,250
(b) Intel Arch Group Rev = $5,650
(c) Intel Arch Group Profits = $1,250 (claimed, not real)
(d) Intel Commun. Group Rev = $600
(e) EPS (diluted) = $0.09 (claimed, not real)
(f) Closing Stock Price = $16.70