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


To: greg nus who wrote (82824)12/13/1999 5:59:00 PM
From: Jim McMannis  Respond to of 1571400
 
Greg,
OT, don't you own an Italian Restaurant? I need a good recipe for red clam sauce.

Jim



To: greg nus who wrote (82824)12/13/1999 6:46:00 PM
From: Elmer  Respond to of 1571400
 
Re: "Flash to earn AMD $1.80 a share in 2000. Suppose this will end all the speculatuion about AMd selling off Flash."

Not at all. It just means that Flash will fetch a better price when AMD inevitably has to sell it off to pay the creditors so they can keep funding the money losing Processor division.

EP



To: greg nus who wrote (82824)12/13/1999 10:59:00 PM
From: Paul Engel  Read Replies (2) | Respond to of 1571400
 
Really Bad News - Re: "Flash to earn AMD $1.80 a share in 2000. Suppose this will end all the speculatuion about AMd selling off Flash."

Hey - was this prediction from the same folks who predicted AMD would earn $4.00 in 1998 and $5.50 in 1999 ?

Paul



To: greg nus who wrote (82824)12/14/1999 11:53:00 AM
From: Charles R  Respond to of 1571400
 
Greg,

<Flash to earn AMD $1.80 a share in 2000. Suppose this will end all the speculatuion about AMd selling off Flash.>

Yougang posted an analyst report yesterday that shows has the flash biz values at $55 and Microprocessor biz at -$10. Don't you think that makes a great case for spinning off flash?

Flash should be spunoff - in the economic interest of the shareholders. Don't you like getting a $55 dividend on your AMD?

Chuck

P.S.: I own COMS and if you follow them at all you may have noticed that they have run-up from mid-20s a couple of months back to about $50 today almost entirely because of PALM spin-off - and PALM was their star money making group. There were very few synergies between 3Com's networking and Palm products just like there is very little synergy between flash and processor biz.