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To: Paul Ma who wrote (22885)	12/18/2000 7:44:57 PM
From: TGPTNDR	Respond to of 275872

And only who's bound for UC! go, Paul tgptndr

To: Paul Ma who wrote (22885)	12/18/2000 7:46:02 PM
From: Paullie	Read Replies (3) \| Respond to of 275872

Thanks Paul Ma, jcholewa, and Jozef Halada. I appreciate the quick responses. So, with the sale of the communications division and the tax impact, the profit will decrease. Now my next question to myself would be how to value a company that expects lower bottom line in the future due to taxes and the sale of a division. First, I would like to know what the growth rates of the divisions were. If the communications division was lagging, then the sale is positive IMO, but if the communications division was rapidly expanding, then I would like to know why it was sold and what to expect with the remaining divisions. - OK, after an initial examination of SEC filings, the communications segment grew about 60% while the CPG and Memory Group grew about 100% (June 99 to July 00 - very, very rough estimate.) -- this is good Only drawback I see, is that IMO communications infrastructure as an industry will grow faster than the broader semi-conductor industry. So, now the question left in my mind is how to value a company one year out that has decreased profits due to tax affects and the sale of a division. Any thoughts from you experienced investors? thanks again Paullie