SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: Maxwell who wrote (41027)11/7/1998 8:46:00 PM
From: Maxwell  Respond to of 1570798
 
AMD Q4 EPS Competition Update:

Name Entry Date Q4 Rev. EPS K6/K6-2 Sold ASP
(M) ($) (Millions) ($)
Needham & Co. 11/3/98 $772 $0.06 4.5 97
Alex Brown 11/3/98 $770 $0.15 4.7 100
Tom Kurlacks 11/6/98 $780 $0.17 4.6 106
Jean Gauthier 11/3/98 $800 $0.21 4.9 105
RDM 11/6/98 $805 $0.23 4.9 104
Yougang Xiao 11/4/98 $810 $0.24 5 98
Joel & Cindy F. 11/3/98 $840 $0.30 4.8 110
Harry Campbell 11/3/98 $825 $0.35 5.35 102
Mark Lucas 11/5/98 $855 $0.41 5.2 107
Maxwell 11/3/98 $852 $0.44 5.3 100
CROSSY 11/3/98 $927 $0.48 5.7 110

First Call $0.08
Average $821 $0.28 5.00 $104
Deviation $46 $0.14 0.36 $5

If you would like to enter your estimates please e-mail me at
maxwell_jr@hotmail.com. Average estimates look very good. That is
about $140M increase over Q3. Now that is what I call GROWTH. How
about any Intelabees? I haven't received any of your negative
estimates.

Maxwell




To: Maxwell who wrote (41027)11/7/1998 9:50:00 PM
From: Time Traveler  Respond to of 1570798
 
Maxwell,

Although CD-R and CD-RW are better choices than LS-120 and ZIP, LS-120 is still superior than ZIP, in my humble opinion. There is now no need for the very old-fashion-and-way-obsolete floppy drive.

Is AMD really coming out with 400MHz Soeckt-7 next week? I thought 266 was the speed limit for Socket-7. I am really impressed with AMD's achievement. Hey, since making money is my goal and not married to a single stock like Brian and the gang, I invested in AMD at $17.25 with a truck load. I am always looking to protect my profit. With this 400MHz announcement next week, I hope to add a few points to my profit.

How did AMD achieve >266MHz Socket-7? Sacrificing silicon real estate to add silicon by-pass capacitors, I don't know. But Slot-I is certainly here to stay. To be successful in the future, AMD needs to take the lead rather than been a follower to dominate the CPU industry.

Time Traveler



To: Maxwell who wrote (41027)11/7/1998 10:42:00 PM
From: Jim McMannis  Respond to of 1570798
 
DVD rewrite is available for $600. 5.2 Gigs...
Jim



To: Maxwell who wrote (41027)11/8/1998 11:35:00 PM
From: Yousef  Respond to of 1570798
 
Maxwell,

Re: "Boosting the Vcc to 2.3V then AMD will surpass Intel with a 500MHz
K6-2. It may happen ..."

Now that's a "hot one", Maxwell ... Do you realize the quality/reliability
problems with "jacking up" the supply voltage. I didn't think so.

Make It So,
Yousef