Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (96665)	3/3/2000 10:12:00 PM
From: tejek	Read Replies (1) of 1575317

Instead they have tinkered buying chips and tech, dialogic, DSP, Level One. All modestly significant companies - buts folks that had MODEST GROWTH, MODEST PROFITS etc. Kash Johal, I don't agree.....I had shares in Level One and DSP...they were not companies with modest growth and profits....in fact they were very profitable and growing quickly prior to the Intel acquisitions. However, what I had heard with both Level One and DSP is that at the time of the Intel buyout both companies were at the end of the state of the art curve in their product lines. In fact the day of the Intel announcement, Level One was getting its first downgrade and I was getting ready to sell. BTW both these companies are very typical of the kind of companies that CSCO buys. However it seems that CSCO is better at psyching out whether the product lines of the acquired companies have a lot of life left to them and that's why CSCO continues to experience 50% YOY growth even as a mature company. Assuming that I am correct about Level One and DSP, it would explain why Intel's acquistions have yet to show much benefit to its bottom line. ted

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