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

To: Cravey who wrote (191517)	3/31/2006 7:56:05 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

On a similar note, Q3 OP was $209M on CPU rev's of $969M = 21.6% Q4 OP was $289M on CPU rev's of $1307M = 22.1% What Mosemann misses, for whatever reason (cocaine or stardust) is that OP% actually increased in Q4 despite the additional combined R&D and Mktg costs of $120M. Let's assume $1.45B in Q1 rev's as suggested by Mosemann (he must've had a bad dream to come up with this 'cause he's probably close) Q1 OP @ 22%*1450M = $320M add Mktg Q1 reduction of $40M minus Fab 36 dep'n of $40M Revised Q1 OP = $320M Deduct Interst Costs of $25M and Bonus of $55M Q1 Net profit = $240M or approx. $0.50 per share! (= Mosemann's 2006 estimate) ;-)