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

To: jjayxxxx who wrote (214307)	10/20/2006 1:16:57 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Congrats to all the winners and thanks to JJ for running the contest very professionally. Looking at the site, it is a great site now, with tons of useful info. I would not be surprised if a lot of these analysts asking questions during the CC don't have you in their favorite bookmarks. Joe

To: jjayxxxx who wrote (214307)	10/20/2006 5:31:14 AM
From: Rink	Respond to of 275872

JJ, thanks for running the contest again. I fully agree with Joe. You're right. As a Spansion investor I find the Spansion rev category useful, but understand it's logical to let it go. I propose that chipset+gpu operating margin will need to be an added category, and I see use in another category for split in cpu and chipset+gpu rev (cpu rev / chipset+gpu rev). Currently: Proposal: Total rev Total rev CPU rev / ChipsetGpu rev CPU op margin CPU op margin Spansion rev Chipset+GPU op margin EPS EPS stock price Stock price Regards, Rink

To: jjayxxxx who wrote (214307)	10/20/2006 2:47:31 PM
From: Petz	Read Replies (1) \| Respond to of 275872

Here's an alternative for replacing the Flash Revenue category: Revenue guidance for succeeding quarter as a percentage. Also, replace CPU profit with CPU revenue in the AMD contest. Justification: 1. Keeps the same number of categories as the current contest, encouraging participation 2. By predicting Total Revenue and CPU Revenue, we are basically also predicting GPU/chipset revenue as the difference minus the small amount of embedded revenue 3. If I were going to add any "margin" category, it would be overall company gross margin, for both Intel and AMD. I don't think AMD reveals CPU gross margin even now. CPU Profit divided by CPU Revenue is really Net Margin. 4. Replacing CPU profit with CPU revenue makes the AMD and Intel categories identical. JMHO, Petz

To: jjayxxxx who wrote (214307)	10/20/2006 6:28:05 PM
From: jjayxxxx	Read Replies (1) \| Respond to of 275872

06Q4 "Early Forecast" EPS Contest Officially Begins ENTRY FORM: epscontest.com If you've recently visited the site you may need to reload the page(s) in order to force your browser to use the updated menu. All the 06Q3 contest pages are now archived, but the pages haven't actually moved; rather, the links themselves have moved down a section on the left menu. Or just go to the contest page to see all contest links (current and past): epscontest.com No new rules or changes for this quarter. Enter early (but don't enter often;-) so you can establish a foothold for yourself in all 3 contests. Keep in mind that some of the analysts probably haven't updated their numbers yet... Some contest links: RULES & INFO: epscontest.com FAQ PAGE epscontest.com GUIDANCE: epscontest.com ENTRY FORM: epscontest.com May the best investor(s) win! Regards, JJ