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

To: Biomaven who wrote (155799)	4/13/2005 6:05:42 AM
From: kpf	Read Replies (1) \| Respond to of 275872

Peter I don't know what there is from their 2003 grants that didn't get exchanged and will still be unvested by June 2005. So potentially my estimate is low. I remember to have seen a table of AMDs ESOP-structure in terms of strike prices (somewhere in the enclosures for the terms of the exchange program?). As well I believe to remember some 75% of eligible options participated in the exchange program. And I believe to remember the options eligible for exchange were a majority of all options. Most of those not eligible have lower strikes. These would have a higher fair value when expensed, right? In essence, it would give a low eight digit figure for the potential impact per quarter. However, the question is imminent for the q&a later today anyway - not sure if Bob likes to answer it though; I probably wouldn't for the gut feeling below in p.p.s.. K. p.s: There is a shareholder's proposal on the agenda of AMDs upcoming stockholders meeting as well, although pretty irrelevant imo - it won't pass anyway. I did not find anything on accelerated vesting in the agenda. If Bob would plan anything thisrespectively, he probably would have set it onto the agenda. p.p.s: I am still reluctant to look at options expensing to be sure thing to come by midyear - insofar I won't adjust the model before it is actually in force. Just a gut feeling, although supported by many consideration, taxes being one of these.