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

To: Maxwell who wrote (45487)1/11/1999 5:02:00 PM
From: FJB  Respond to of 1572542
 
I sent you a private message last week with my estimates.

$815M $0.22 5 97

Those are my guesses for rev., EPS, units shipped, and ASP respectively.

Bob



To: Maxwell who wrote (45487)1/11/1999 5:15:00 PM
From: Petz  Read Replies (1) | Respond to of 1572542
 
Maxwell, the average estimate excluding the analysts is 0.32. During my posting to Engel today on ASP now vs. ASP in November I realized that I goofed in my ASP estimate. I thought I was assuming a 25% markup at thechipmerchant.com, but I was really assuming a 33% markup. My corrected numbers are:
818M sales, 0.40/share, 5.2M K6's, $98 ASP.

Petz



To: Maxwell who wrote (45487)1/11/1999 5:42:00 PM
From: JBruin  Respond to of 1572542
 
Maxwell,

In case you don't know, Sutro went to .25 on rev. of "more than $800 million".



To: Maxwell who wrote (45487)1/11/1999 9:17:00 PM
From: Elmer  Respond to of 1572542
 
Max, please add my guesstimates to the list.

$770 $0.01 ( I want to be at the top ).

EP


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