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

To: Paul Engel who wrote (48309)	2/3/1999 11:31:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1571815

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

To: Paul Engel who wrote (48309)	2/3/1999 11:34:00 PM
From: greg nus	Read Replies (2) \| Respond to of 1571815

Paul does anyone make an wireless internet connector for laptops which eleminates the need for hard wire to a phone plug?

To: Paul Engel who wrote (48309)	2/3/1999 11:41:00 PM
From: Fred Fahmy	Read Replies (1) \| Respond to of 1571815

Paul, I can't understand why any "deal" or potential deal, for that matter, would be cause for them to pull out of these conferences. My guess is that it has to be somehow related to operating/financial issues (yields, margins, pricing pressures, inventory etc). Most likely they are heading back into the red (after a brief encounter with profitability) and they are trying to stall a pre-announcement to that affect in hopes that things will improve over the next 8 weeks. AMD had their two quarters of profitability...now it's time to go back in the red. Look at the history and notice what happens after brief spells of profitability. Is the cycle about to continue??? Time for about 3 or 4 more quarters of losses?? AMD 96Q1 0.18 96Q2 -0.26 96Q3 -0.28 96Q4 -0.15 97Q1 0.09 97Q2 0.07 97Q3 -0.22 97Q4 -0.09 98Q1 -0.39 98Q2 -0.45 98Q3 0.01 98Q4 0.15 FF