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

To: kash johal who wrote (45500)	1/11/1999 8:42:00 PM
From: Maxwell	Read Replies (3) \| Respond to of 1583396

AMD Q4 EPS Competition (Update): I don't know what the deal is but the more entries I get the higher the average EPS is. Are we all bullish on AMD? 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 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 Robert Grutza 1/11/98 $815 $0.22 5 97 RDM 11/6/98 $805 $0.23 4.9 104 ABN AMRO* 11/13/98 ??? $0.23 ??? ??? Buckwheat 1/11/98 $807 $0.23 5.3 96 Sutro & Co.* 11/13/98 $800 $0.25 $0.20 5 100 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 $825 $0.32 5.4 97 Harry Campbell 11/3/98 $825 $0.35 5.35 102 John Petzinger 1/5/99 $818 $0.40 5.2 98 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 $819 $0.27 5.1 $101 Deviation $23 $0.09 0.25 $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 Maxwell

To: kash johal who wrote (45500)	1/11/1999 9:42:00 PM
From: Scumbria	Respond to of 1583396

Kash, It would appear to me that a 1Ghz processor could benefit mightily from 128Mb of 1/2 speed memory. SRAM would provide a very substantial performance boost. The latencies are considerably better than a DRAM page hit, but the real gain would be vs. a DRAM page miss. In that case SRAM is about an order of magnitude faster. The overall latency improvement would be much better than 1/2. Probably closer to 1/5. Once the cost and power consumption issues are dealt with, SRAM becomes an attractive option for high performance systems. There are a lot of special purpose systems that use ESDRAM, which services DRAM page hits out an SRAM cache. This is an excellent high performance technology, but does not solve the fundamental problem of DRAM- the page miss latency. Scumbria