Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Yougang Xiao who wrote (79943)	11/15/1999 3:26:00 PM
From: Goutam	Read Replies (1) of 1580052

Yougang Xiao, re:<07:02am EST 15-Nov-99 PaineWebber (Lazlo, John J. 415-576-2980) AMD AMD: Analyst Meeting> Thanks to Albert for providing this to you, and thanks to you for posting it. The Communications business is expected to post 20% revenue growth in the current quarter versus our previous estimate of 15% This is the more surprising news for me. I thought Communications business is going to be flat! I've a feeling that AMD may keep Communications Business unless AMD gets a very tempting bid for it. In this upturn, I wonder how much Vantis would be contributing to AMD's bottom line if it were still with AMD. It's too bad that AMD had to sell Vantis :o( Regards, Goutama

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