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


To: jjayxxxx who wrote (201273)6/9/2006 12:24:42 PM
From: jjayxxxxRead Replies (1) | Respond to of 275872
 
06Q2 "Mid-Quarter Forecast" EPS Contest - Update

epscontest.com

The entry deadline passed this morning. We got a total of 16 Mid-Quarter forecasts.
MID-QUARTER FORECASTS:
AMD Entries Total$ CPU$ Flash$ EPS Stock
-Entrant_Opt. 1444 333 611 0.49 43.00
-Entrant_Avg. 1338 271 593 0.35 33.26

-Entrant_Pess. 1250 200 555 0.3 24.27

-Analyst_Opt. 1380 280 610 0.37 N/A
-Analyst_Avg. 1330 270 601 0.3 N/A

-Analyst_Pess. 1270 257 581 0.2 N/A

Intel Entries Total$ CPU$ Flash$ EPS Stock
-Entrant_Opt. 8380 5900 560 0.22 19
-Entrant_Avg. 8027 5531 522 0.1 17

-Entrant_Pess. 7340 5200 480 -0.02 13

-Analyst_Opt. 9300 6408 605 0.25 N/A
-Analyst_Avg. 8370 5767 544 0.15 N/A

-Analyst_Pess. 8230 5671 535 0.12 N/A
Remember that the analyst values for AMD CPU profit and Intel CPU and Flash revenue are based on ratios of the rest of the entry values compared to the analyst total revenue value.

If you compare to our Early Forecasts you will see that as a group EPS came down quite a bit for both companies, and Intel revenue estimates dropped significantly.

EARLY FORECASTS: (made over one month ago)
AMD Entries Total$ CPU$ Flash$ EPS Stock
-Entrant_Opt. 1400 320 611 0.49 43.00
-Entrant_Avg. 1335 274 598 0.37 37.44

-Entrant_Pess. 1300 234 580 0.31 29.00

Intel Entries Total$ CPU$ Flash$ EPS Stock
-Entrant_Opt. 8400 5900 558 0.22 19.00
-Entrant_Avg. 8235 5639 526 0.15 17.97

-Entrant_Pess. 8000 5303 480 0.1 16.75
Now we wait! Check back again at the end of the month for the traditional end-of-quarter contest.

Some contest links:
RAW ENTRY DATA:  epscontest.com
WITH COMMENTS: epscontest.com

SORTABLE AMD: epscontest.com
SORTABLE INTEL: epscontest.com

ALT. SITE LINK: 69.45.6.180
Regards,

JJ