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


To: Kevin K. Spurway who wrote (53093)3/21/1999 11:23:00 PM
From: Paul Engel  Respond to of 1583547
 
Kevin - Re: " As I pointed out earlier, the market doesn't reward low growth, low margin, commodity businesses with high valuations."

AMD OWNED the PLD business 12 years ago.

Today, the market rewards the NEW PLD LEADERS - Altera & Xilinx - with excellent multiples - as they are continuing to GROW THIS MARKET.

ELmer's comments were DEAD NUTS ON.

AMD abandoned PLDs to Xilinx and Altera - now they just plain SUCK in PLDs just like they SUCK in CPU profits.

Paul