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

To: Maxwell who wrote (46277)	1/16/1999 12:23:00 AM
From: Maxwell	Read Replies (2) \| Respond to of 1573691

AMD Q4 EPS Results: David Langston was kind enough to calculate the results before I got a chance to work on it. Here it is, based on his calculation _____________________________________________________________________ I calculated the absolute value of the percentage deviations of the estimates from the actual results by the formula: ABS(Estimate-Actual)/Actual*100, then summed all categories and sorted on the sum for all the participants. I used $788.8 $0.15 5.5 88.7 as the actual results. To be fair, I checked through the post-earnings coverage that Albert has posted on the private thread to try to fill in the missing info for the analysts. If no data was available for a category I arbitrarily assigned it a 1000% penalty. Hey, if someone doesn't make estimates, there should be no chance that they might win. Dave ________________________________________________ Sales EPS Units ASP Total 1 Tenchusatsu 1.8% 13.3% 9.1% 7.1% 31.3% 2 Volpe Brown 1.1% 13.3% 12.7% 12.7% 39.9% 3 Paine Webber 3.3% 13.3% 14.5% 12.7% 43.9% 4 Alex Brown 0.1% 26.7% 9.1% 8.2% 44.1% 5 DLJ 1.1% 20.0% 12.7% 12.7% 46.6% 6 Banc Boston 1.1% 20.0% 12.7% 13.9% 47.7% 7 Tom Kurlacks 1.1% 13.3% 16.4% 19.5% 50.3% 8 CREDIT SUISSE 0.5% 33.3% 9.1% 13.9% 56.8% 9 David Langston 4.5% 40.0% 5.5% 10.5% 60.4% 10 Goldman Sach 0.1% 33.3% 14.5% 12.7% 60.8% 11 Mynga 2.1% 46.7% 8.2% 10.5% 67.4% 12 Buckwheat 2.3% 53.3% 3.6% 8.2% 67.5% 13 Robert Grutza 3.3% 46.7% 9.1% 9.4% 68.4% 14 Ashok Kumar 2.1% 40.0% 14.5% 12.7% 69.3% 15 Jean Gauthier 1.4% 40.0% 10.9% 18.4% 70.7% 16 RDM 2.1% 53.3% 10.9% 17.2% 83.5% 17 Needham & Co. 2.1% 60.0% 18.2% 9.4% 89.7% 18 Sutro & Co. 1.4% 66.7% 9.1% 12.7% 89.9% 19 Cheng Ge 4.0% 80.0% 5.5% 12.7% 102.1% 20 Jim McMannis 5.9% 86.7% 2.2% 11.6% 106.3% 21 Profits 4.7% 80.0% 5.5% 20.6% 110.8% 22 Yougang Xiao 1.4% 100.0% 3.6% 6.0% 111.0% 23 Yousef 1.1% 86.7% 14.5% 10.5% 112.8% 24 Prudential 6.5% 100.0% 1.8% 12.7% 121.0% 25 Vipin Malik 4.6% 113.3% 1.8% 9.4% 129.1% 26 Joel & Cindy F 6.5% 100.0% 9.1% 18.4% 134.0% 27 Ed Sammons 5.2% 133.3% 3.6% 9.4% 151.5% 28 Harry Campbell 4.6% 133.3% 2.7% 15.0% 155.6% 29 John Petzinger 3.7% 166.7% 5.5% 10.5% 186.3% 30 Brian H. 6.6% 166.7% 5.5% 18.4% 197.1% 31 Mark Lucas 8.4% 173.3% 5.5% 20.6% 207.8% 32 Ed Talenti 7.8% 173.3% 7.3% 21.8% 210.1% 33 Aramis Penland 9.0% 186.7% 2.7% 12.7% 211.2% 34 Chan Man Lo 7.1% 220.0% 1.8% 15.0% 243.9% 35 CROSSY 17.5% 220.0% 3.6% 24.0% 265.2% 36 Gregory Acebu 9.3% 246.7% 3.6% 21.8% 281.3% 37 Maxwell 14.7% 266.7% 5.5% 15.0% 301.8% 38 Kash J. 26.8% 566.7% 9.1% 29.7% 632.2% 39 GKM & Co. 1000.0% 20.0% 12.7% 12.7% 1045.5% 40 Soundview 8.9% 53.3% 5.5% 1000.0% 1067.7% 41 Bernstein 1000.0% 33.3% 9.1% 1000.0% 2042.4% 42 Elmer 2.4% 93.3% 1000.0% 1000.0% 2095.7% 43 ABN AMRO 1000.0% 53.3% 1000.0% 1000.0% 3053.3% ___________________________________________________________________ Tenchusatsu is the winner. He is our SI ACE on AMD earnings. I want to thank you everyone for participating. Even though the AMD stocks didn't turn out what we expected I still think AMD has a good quarter and a solid future. At 5.5M/quarter AMD is now capable of supplying all the top tier OEMs. This makes AMD a credible competitor to Intel. When the K6-3 and K7 come out the competitive landscape will favor AMD. Maxwell

To: Maxwell who wrote (46277)	1/16/1999 12:23:00 AM
From: MikeyB	Read Replies (1) \| Respond to of 1573691

what strike price??

To: Maxwell who wrote (46277)	1/16/1999 9:37:00 AM
From: TGPTNDR	Respond to of 1573691

Maxwell Re: your <AMD is at a great price right now with the semi-equipment makers at all time high and DOW and NASDAQ at all time high. With the 5.5M volume capacity and more per quarter going into the 1999 with upcoming K7 AMD stock price is a bargain at $22 3/8. > When Wall Street gets inefficient - just go in and pick up the money! I agree with you completely - and am back into AMD. tgptndr

To: Maxwell who wrote (46277)	1/16/1999 11:00:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 1573691

Maxie - Re: " <<"I think AMD management is sorely testing its credibility at this point," says Piper Jaffray's Ashok Kumar.>> Listen to this asshole speaks. He claimed that AMD couldn't deliver the 350MHz and missed the 400MHz for Christmas. He is a hypocrite." Don't knock Kumar - his estimate was a H*LLUVA lot closer to AMD's earnings than yours (21 cents vs 55 cents) - and Kumar doesn't have the advantage of working the Night Shift at MegaFlop 25 like you do ! Paul