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

To: Kevin K. Spurway who wrote (45483)	1/11/1999 4:58:00 PM
From: Maxwell	Read Replies (4) \| Respond to of 1572515

AMD Q4 EPS Competition (Update and Final Call): Here is the update. I haven't been reading all the SI messages lately due to too many garbage posts. If your number is not on the list and would like to enter please mail me at maxwell_jr@hotmail.com. Nice EPS revision from Asshok Kumar today. 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 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 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 Bernstein* 1/4/99 ?????? $0.20 5 ????? Ashok Kumar* 11/10/98 $805 $0.21 $0.13 4.7 100 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 ??? ??? 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 $0.25 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 First Call 1/11/98 $0.18 SI average is $0.25, First Call is $0.18, and whisper # is $0.26. Good luck everyone. Maxwell

To: Kevin K. Spurway who wrote (45483)	1/11/1999 7:34:00 PM
From: Scot	Respond to of 1572515

Kevin and Thread: An interesting article on the price/performance ratios of Celery and Pee II: Imagine AMD's profits once they make inroads into the business market! The Emperor has no clothes! -Scot techweb.com <<But the price cuts worried other Wall Street analysts, who wondered if the declines indicated that a price war raged in the last weeks of the year, and whether the price cuts were evidence of yet another first-quarter oversupply of chips. Using Intel's own tests and the iCOMP test suite, which incorporates benchmarks from both Intel and third parties, Intel claimed at its Web site that a 333-MHz Celeron and 333-MHz Pentium II differ in performance by only 15%. Under Intel's latest price revision, however, the Pentium II commands a 101% price premium in lots of 1,000 units. At 300 MHz, the difference is even more dramatic. For just a 12% boost in performance, Intel charges Pentium II buyers about $353-170% more than the $90 Intel charges for the 300-MHz "A" Celeron with 128 Kbytes of integrated cache.>> **** <<Intel's strategy, to this point, has been to use the Celeron as the best bet to unseat AMD in the consumer market, and sell the Pentium II to business buyers," said Linley Gwennap, an analyst at MicroDesign Resources Inc. (MDR), Sebastopol, Calif. "Intel's hope, at this point, is that those buyers would turn up their nose at the Celeron. The danger is that those buyers will notice the Celeron is almost as fast as the [Pentium II].">>