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

To: Bruce A. Thompson who wrote (44092)12/27/1998 12:01:00 PM
From: ajbrenner  Read Replies (4) | Respond to of 1583391
 
Re:Rumor on earnings: AMD to blow away 4Q estimates.

Bruce,

Let's hope that this dosn't turn out to be yet another unfounded
AMD rumor. Even more then then profits in my IRA, I just would like to shut up the intelafools around here once and for all.

ajb



To: Bruce A. Thompson who wrote (44092)12/27/1998 1:06:00 PM
From: Jim McMannis  Read Replies (2) | Respond to of 1583391
 
It doesn't take a genius to figure out AMD will beat 4th Qtr earnings estimates but what do you considerate "blow out" earnings to be?
Consensus is $.15. WOuld you consider $.30 "blow away"?

jim



To: Bruce A. Thompson who wrote (44092)12/27/1998 2:22:00 PM
From: Cirruslvr  Read Replies (1) | Respond to of 1583391
 
Bruce - RE: "Should be enough to show
profit for the year."

You mean to tell me there is a rumor that AMD will make $0.84 this quarter? Can someone work the numbers with that to come up with # of processors sold at $100 ASP? I personally feel that is a little too over optimistic.
In Maxwell's competition, Maxwell has the highest estimate at $905 mil Rev, $0.55 per share, 5.8mil CPUs sold, and $102 ASP.


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