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To: Vattila who wrote (44315)2/1/2022 8:19:24 PM
From: Joe NYCRespond to of 72278
 
Thanks for running the contest, Vattila.

We all left Zacks in the dust, as they again ended up last this quarter


And likewise, AMD actual results left us all in the dust. Which is something none of us going to be complaining about. :)



To: Vattila who wrote (44315)2/1/2022 8:52:46 PM
From: Kelvin C.P. WangRead Replies (2) | Respond to of 72278
 
Thanks, Vattila, for doing the EPS contest!

AMD is to get 50% data center CPU share in the coming quarters. Hopefully your pie-in-the-sky scenario will be realized by the end of 2023.



To: Vattila who wrote (44315)2/2/2022 1:23:41 AM
From: Pravin KamdarRead Replies (1) | Respond to of 72278
 
Neolib, who uncharacteristically missed the contest this quarter (and worryingly hasn't been seen on the message board for weeks now, which is very unlike him — I hope he is well),

Is this the time period when he has vacationed in Costa Rica the last couple of years?




To: Vattila who wrote (44315)2/2/2022 1:28:46 AM
From: Pravin KamdarRespond to of 72278
 
Neolib, who uncharacteristically missed the contest this quarter (and worryingly hasn't been seen on the message board for weeks now, which is very unlike him — I hope he is well),

Is this the time period when he has vacationed in Costa Rica the last couple of years?




To: Vattila who wrote (44315)4/2/2022 6:39:45 PM
From: VattilaRead Replies (2) | Respond to of 72278
 
Another quarter completed

Despite a good product showing at CES, successful completion of the AMD+Xilinx merger, and AMD's snowballing success in the data centre with EPYC and Instinct, the completed quarter has been overshadowed by the war in Ukraine, inflation concerns, and other worries in the global markets.

I planned to start cashing in some of my gains last year — just small amounts to complement my income, now that I have semi-retired — but as the stock fell below $100, I postponed my plans to this tax year. No way I would part with shares below $100! However, I still find it hard to sell at the current depressed level, so it now looks like I will again delay my plans to next tax year (starts April 6 here in the UK). If we pass $150 again this year, maybe I will finally execute my first sell order. Hopefully we will see a more peaceful and optimistic world by then. The prospects for AMD+Xilinx do look good though!

AMD 2022-Q1 EPS Contest (non-GAAP)

UserEPSRevenueQ2 Outlook
Vattila$0.97$5.10B$5.26B
Zacks Estimate$0.76$5.00B$5.13B

We have thoroughly beaten Zacks for two years straight now (see below for results). Can we continue our winning streak in 2022? Post your numbers to participate!

Background Information

AMD's Q1 outlook: $5.00B ± 0.10B revenue
Analyst consensus/whisper: $0.84/(N/A) EPS

Results and scoreboards for previous years

Message 33689135