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

To: Maxwell who wrote (45057)	1/6/1999 11:02:00 PM
From: Maxwell	Read Replies (2) \| Respond to of 1571896

AMD Q4 EPS Competition Update: I got a few more entries but the average EPS is SOLID $0.24. Name Entry Date Q4 Rev. EPS Old Est. K6/K6-2 ASP (M) ($) ($) (M) ($) Yousef 12/28/98 $780 $0.02 4.7 98 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 Tom Kurlacks* 11/6/98 $780 $0.17 4.6 106 Tenchusatsu 1/5/99 $775 $0.17 5 95 DLJ * 12/18/98 ????? $0.18 ???? 100 GKM & Co.* 12/21/98 ????? $0.18 $0.06 4.8 100 Alex Brown* 11/3/98 $788 $0.19 $0.15 5 96 Soundview* 11/13/98 ??? $0.19 ??? ??? CREDIT SUISSE*11/13/98 $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 Bernstein* 1/4/99 ???? $0.20 5 ????? 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 ??? ??? John Petzinger 1/5/99 $786 $0.23 5.2 92 Profits 11/14/98 $826 $0.27 5.2 107 Cheng Ge 1/5/99 $820 $0.27 5.2 100 Jim McMannis 1/5/99 $835 $0.28 5.38 99 Yougang Xiao 11/4/98 $800 $0.30 $0.24 5.3 94 Prudential* 11/10/98 $840 $0.30 $0.14 5.4 100 Joel & Cindy F. 11/14/98 $840 $0.30 5 105 Vipin Malik 11/16/98 $795 $0.30 5 97 Harry Campbell 11/3/98 $825 $0.35 5.35 102 Brian H. 1/5/98 $841 $0.40 5.2 105 Ed Talenti 11/10/98 $850 $0.41 5.1 108 Mark Lucas 11/5/98 $855 $0.41 5.2 107 Aramis Penland 11/30/98 $860 $0.43 5.35 100 Chan Man Lo 11/11/98 $845 $0.48 5.6 102 CROSSY 11/3/98 $927 $0.48 5.7 110 Gregory Acebu 12/5/98 $862 $0.52 5.3 108 Maxwell 11/14/98 $905 $0.55 5.8 102 Average $811 $0.24 5.04 $101 Deviation $26 $0.10 0.26 $4 *** are analysts # First Call 11/3/98 $0.08 First Call 11/10/98 $0.10 First Call 11/16/98 $0.11 First Call 12/15/98 $0.15 First Call 1/4/98 $0.16 Maxwell