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

To: Profits who wrote (41479)	11/15/1998 9:10:00 AM
From: Maxwell	Read Replies (1) \| Respond to of 1573407

AMD Q4 EPS Competition: I have updated the new estimates for some participants who have increased their estimates including myself. If you would like to enter your number please e-mail me at maxwell_jr@hotmail.com. I have yet to receive any estimates from Intelabees. They kept saying that the more chips AMD make the more AMD will lose money. They are very quiet these days. ____________________________________________________________________ Name Entry Date Q4 Rev. EPS Old Est. K6/K6-2 ASP (M) ($) ($) (M) ($) Needham & Co.*11/3/98 $772 $0.06 4.5 97 Banc Boston* 11/13/98 $780 $0.12 4.8 101 Volpe Brown* 11/13/98 $780 $0.13 $0.02 4.8 100 Ashok Kumar* 11/10/98 $800 $0.13 4.7 100 Paine Webber* 11/13/98 $815 $0.13 $0.10 4.7 100 Prudential* 11/10/98 $790 $0.14 5 100 Alex Brown* 11/3/98 $770 $0.15 4.7 100 Tom Kurlacks* 11/6/98 $780 $0.17 4.6 106 Soundview* 11/13/98 ??? $0.19 ??? ??? CREDIT SUISSE11/13/98 $785 $0.20 5 101 Goldman Sach 11/13/98 $790 $0.20 $0.13 4.7 100 Sutro & Co.* 11/13/98 $800 $0.20 $0.20 5 100 Jean Gauthier 11/3/98 $800 $0.21 4.9 105 David Langston 11/14/98 $824 $0.21 5.2 98 Mynga 11/14/98 $805 $0.22 5.05 98 RDM 11/6/98 $805 $0.23 4.9 104 ABN AMRO* 11/13/98 ??? $0.23 ??? ??? Yougang Xiao 11/4/98 $810 $0.24 5 98 Profits 11/14/98 $826 $0.27 5.2 107 Joel & Cindy F. 11/14/98 $840 $0.30 5 105 Harry Campbell 11/3/98 $825 $0.35 5.35 102 Ed Talenti 11/10/98 $850 $0.41 5.1 108 Mark Lucas 11/5/98 $855 $0.41 5.2 107 Chan Man Lo 11/11/98 $845 $0.48 5.6 102 CROSSY 11/3/98 $927 $0.48 5.7 110 Maxwell 11/14/98 $905 $0.55 5.8 102 Average $816 $0.25 5.02 $102 Deviation $39 $0.13 0.34 $4 * are analysts # First Call 11/3/98 $0.08 First Call 11/10/98 $0.10 _____________________________________________________________________ At average of EPS=$0.25 that is 2500% growth over Q3. See if Intel can grow that fast. Maxwell

To: Profits who wrote (41479)	11/15/1998 10:50:00 AM
From: Yousef	Read Replies (1) \| Respond to of 1573407

Profits, Re: "Here's my estimate ..." Well, Profits ... Here's some interesting reading. --> dailynews.yahoo.com "Sunday November 15 12:28 AM ET Intel Will Push To Lower Costs Further In 1999 The plan the company put in place a year ago appears to be working, Intel executives and analysts said at the company's twice-yearly analyst meeting here. While costs rose from the prior periods in the first three quarters of this year, the company is forecasting they will decline in the fourth quarter from the third and hold little changed throughout next year. ''People have underestimated Intel's ability to cut costs,'' said Hans Mosesmann, an analyst at Prudential Securities Inc." Make It So, Yousef