Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (48309)	2/3/1999 11:31:00 PM
From: kash johal	Read Replies (1) of 1572104

Paul, >Re: Vantis IPO AMD shopped Vantis to Altera (and probably everyone >else) over 18 months ago. >They may have to give it away. The Vantis guys have been running a pretty useless shop for several years. For last 4-5 years they have been running at $300M/yr and have gone from profitable to losing money. I suspect they will give it away like you say and take back some equity. Somebody like Phillips or Lattice etc are probably better partners than Altera. I doubt if Rodney and Jerry could break bread together although it probably would be a good fit. As a stand alone biz. the pld business sucks. But as a lead-in into bigger FPGA products it make sense for an FPGA house IMHO. Whatever the news is I hope they fess up. I have always found its much better to get it out earlier than letting it fester. Frankly, as long it is to do with only the PLD side, I would expect the stock to rally. If the news is CPU yield, or product related we will probably dump even more tomorrow. Regards, Kash

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