Replies to post #792 on AMD strictly moderated (AMD)

[CombJelly]

"Even the most optimistic analyst is only expecting $0.41 EPS, and the average is $0.28."

Yes, there is that $20 million charge. That amounts to less than $0.05 a share and is a one time charge.

We saw how well the analysts predicted Q405. In October, most of them were less than $0.25 a share. They were a little off.

And yes, I see AMD gaining MS from Intel both this quarter and next.

[chipdesigner]

I don't see them making $0.50 per share this quarter.

You didn't see them making $0.45 on 1.3B in revenue in Q4, either.

Besides SPSN loss percentage declining from 60% to 38% (if you care about non-cash charges) consider that the bonus schedule was likely reworked, so that *cash* expense, now hidden inside CPG op inc, is also likely to decline.