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To: DaveMG who wrote (23831)3/7/1999 9:24:00 PM
From: Harvey Rosenkrantz  Respond to of 152472
 
An interesting facet of VLSI is their 7% stake in Advanced Risc Machines (ARMHY). Their technology is essential for the new high functioning, low power consuming asics.
arm.com



To: DaveMG who wrote (23831)3/8/1999 10:14:00 AM
From: Gregg Powers  Read Replies (1) | Respond to of 152472
 
DaveMG:

Excellent question. To this point, although I have been trying, I do not have a substantive answer.

I would caution against expending too much bandwidth researching the strategic implications of a deal-in-progress, particularly an ugly, hostile one like Phillips/VLSI. It would not surprise me at all to see VLSI find a White Knight, i.e. sell itself to a friendly suitor. Lots of unanalyzable factors, not the least of which include managerial ego (on both sides), are at work right now.

Best regards,

Gregg



To: DaveMG who wrote (23831)3/8/1999 1:51:00 PM
From: DaveMG  Read Replies (1) | Respond to of 152472
 
Just got cold-called by someone selling MCI/WCOM wireless with a MOT handset....

So I says to the guy, "you don't even have a network, you must be buying time from someone."

"No way Jose" says he, "we're MCI/WCOM, of course it's our network"..

Whose network is it that they're selling? Nextel?