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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Yousef who wrote (37912)	10/2/1998 12:16:00 AM
From: Kevin K. Spurway	Read Replies (1) \| Respond to of 1571785

Re: "Isn't that a little hypocritical, Kevin. Last time I checked, you hadn't participated .." Wrong (again) Yousef. exchange2000.com Kevin PS We're still waiting for your estimates for Yousef's pool. With your advanced knowledge of process technology, you should be able to make a great prediction--or are you afraid my guesses are better than yours?

To: Yousef who wrote (37912)	10/2/1998 12:22:00 AM
From: Maxwell	Respond to of 1571785

AMD Q3 EPS Competition: A few more people have entered into the contest. The funny thing is that no matter how many more people I added the conscensus EPS for Q3=$0.00! If that was the case watch out shorters. The street expects ($0.14) and whisper is ridiculuously greater than ($0.40). For those who I put the question mark by your entry please update me with your latest number so I can average it up. Q3 Revenue EPS #K6/K6-2 K6-2-350 ASP (M) ($) (M) (K) ($) Yougang Xiao 630 -0.15 4 450 90 Gene Parrott 720 -0.02 3.3 180 107 Joel & Cindy F. 683 -0.07 3.4 150 105 Mynga 674 0.03 3.8 300 101 Maxwell 730 0.13 4.2 400 104 Pravin Kamdar 670 -0.12 3 120 92 Roger Melen 703 0.15 4 330 102 Michael B. 700 -0.05 3.5 350 96 John Petzinger 720 0.15 4.3 500 95 DLJ Broker 680 -0.05 3.8 400 100 Vipin Malik 670 0.05 3.6 350 103 Maverick 680 -0.03 4 400 95 Manny Ramos 740 0.09 5 450 94 David Langston 685 -0.06 4 400 95 Average Joe 750 -0.09 4.4 420 95 Ed Talenti 695 0.14 4.4 350 108 Gregory Douglas 735 0.06 4.8 400 96 Tenchusatsu 680 -0.2 3.5 310 110 Kevin Spurway 695 -0.03 4.2 350 95 Ling Chen 680 -0.02 4 ??????? ??????? Average 696 (0.00) 3.96 348 99.11 Time Traveller ?????? -0.3 3.5 ?????? ????? Elmer ?????? -0.28 ?????? ?????? ????? BTW, our pal "Stockman" has GONE MAD on this thread. Maxwell

To: Yousef who wrote (37912)	10/2/1998 11:15:00 PM
From: Kevin K. Spurway	Read Replies (1) \| Respond to of 1571785

Re: "Why don't you try to post something of value on this thread." Okay. This comes courtesy of Albert. _________________ 10:52am EDT 2-Oct-98 Credit Suisse First Boston (Nirenberski, Scott (415) 836 PM CALL: Seminconductors: 3Q Earnings Preview & Industry Update-Pt 1-3 FBC CREDIT SUISSE FIRST BOSTON CORPORATION Equity Research-Americas Advanced Micro Devices (NYSE-AMD-$18 13/16-Hold-Nirenberski) We recently raised our 3Q98 estimate to $0.00 from ($0.11), adjusting for higher than expected unit sales (close to 4 million) and stronger ASPs (in the range of $105-110). The strength in the quarter is attributable to strong demand for $800-1,500 PCs and Intel's decision to accelerate its migration toward 350mHz and 400mHz Pentium II processors and ramp-down 300MHz/333MHz processors. 3Q98 processor revenues should approach $430 million. The company should report revenues in a range of $710-725 if the non-CPU business comes in close to its original guidance of $300 million, which would drive EPS into the $0.00-0.03 range. Non-CPU businesses are expected to be flat to down 4% sequentially with flash down 5%, Vantis (PLDs) flat, and communications flat to down 4%. Flash units continue to grow sequentially but pricing remains rough. We expect AMD's 4Q98 guidance to be positive with revenue growth in the 8-10% range and EPS in the $0.15-0.20 range. Our assumption is based on 5.1 million K6 CPUs at $95 though the company could be in a position to ship 5.5-6 million units, which would drive EPS into the $0.20-0.25 range. __________________ What do you have to add, Yousef, besides your ignorant technobabble? Kevin