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


To: Maxwell who wrote (38057)10/3/1998 6:43:00 PM
From: StockMan  Respond to of 1571807
 
AMD shipped flawed chips. Furthermore, they wont tell the poor consumer of other bugs until they are fixed.



To: Maxwell who wrote (38057)10/3/1998 11:05:00 PM
From: Maxwell  Read Replies (1) | Respond to of 1571807
 
AMD Q3 EPS Competition Update:

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 Bene. 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 ??????? ???????
Eric TheRed 750 0.07 5.2 575 98
JBoyd ????? 0.01 4.1 400 95
Buckwheat 685 0 4 375 98
Mark Lucas 685 0.01 4 600 102
First Boston 718 0.02 4 400 108

Average 698 0.00 4.02 373 99.33
1 Sigma 29 0.09 0.51 113 6

Time Traveller ?????? -0.3 3.5 ?????? ?????
Elmer ?????? -0.28 ?????? ?????? ?????

For those with ????? in the cell please update me with your latest
number so I can complete the calculation. It is interesting to note
that historically AMD record revenue was $612. The average estimated
here is almost $700M. This is IMPRESSIVE compared to last Q2 $520M.
That is a pick up of $180M more. If the actual number is near to what
we predict there will be a SHORT SQUEEZE. The short is currently 8.8%
of the total shares or 12.8M and the float is only 12%.

Maxwell