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


To: Crossy who wrote (40803)11/4/1998 8:56:00 AM
From: Maxwell  Read Replies (4) | Respond to of 1573088
 
First Estimates of AMD Q4 EPS Competition:

Name Q4 Revenue EPS K6/K6-2 Sold ASP
(M) ($) (Millions) ($)
Needham & Co. $772 $0.06 4.5 97
Alex Brown $770 $0.15 4.7 100
Joel & Cindy F. $840 $0.30 4.8 110
Harry Campbell $825 $0.35 5.35 102
Maxwell $852 $0.44 5.3 100
CROSSY $927 $0.48 5.7 110


Average $831 $0.30 5.06 $103.17
Deviation $58.27 $0.16 0.46 $5.53

Maxwell



To: Crossy who wrote (40803)11/4/1998 11:02:00 AM
From: Brian Hutcheson  Read Replies (3) | Respond to of 1573088
 
Crossy , at this stage of AMD's growth anything is possible
Even if AMD made 48c in Q4 , there is still the question of evaluation by the market . Using other stocks as a guide however there is a rule of thumb that seems to work well . What a company makes in cents per quarter translates into stock value in dollars , but in the case of something like Dell that translates to even higher valuation .
In other words at 48c , AMD could go to at least $48 .
Of course if because of large sales of mobile K6 and K6-2 400 that figure was higher i.e. 90c then you draw your own conclusions.
good investing , Brian