Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Technology Stocks : AMD: A thread for real AMD investors not nit-picking twits -- Ignore unavailable to you. Want to Upgrade?

To: DRBES who wrote (134)	12/24/1998 1:02:00 PM
From: OSHANL	Read Replies (1) \| Respond to of 254

Hi all, I have been watching this stock, and being invested in CPQ, and with lower priced PCs selling well, I have some positive feeling about this stock. With the coming earning outlook and this speculative news zdnet.com made me jump in. Happy 1999 to all.

To: DRBES who wrote (134)	12/24/1998 7:46:00 PM
From: Brian Hutcheson	Respond to of 254

DRBES , re. estimates I have been recording the lowest prices on Pricewatch since mid august. It appears Q4 is different in the following way. in Q3 the 300mhz was the main seller , in Q4 the 350 mhz took its place . The average over the last 6 weeks of each quarter on the quoted pricewatch lowest price appears to be about $7 higher in Q4 than Q3. The 350 mhz price also seemed to hold up until just 2 weeks ago and only since then has dropped . Also on the 25 Aug there was only one clock speed higher (333mhz) As of 27 nov there were 3 speed versions higher (366,380,400) Of these the 366 has been present in local stores since Oct in the HP models . Therefore I believe that K6-2 ASPs could be 5-10% higher this quarter. If AMD ships 5M+ K6-2 this quarter at $110 ASP that would give revenue of $550M or approx $850M total . Enough to give EPS of 40c if the break even is $760M and they have rest of business at $300M revenue. If the ASP is $105 then they could make 30 cents EPS Also if AMD ships more than 5M k6-2 then add to those eps AMD went from q2 at -45 cents to Q3 1 cent , to Q4 40c ? Brian Brian