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To: Tenchusatsu who wrote (79671)	4/22/1999 1:42:00 PM
From: Tony Viola	Respond to of 186894

Ten, on whether AMD should go up because they are selling Vantis off to LSCC, let's take another look. Why has NSM been going up? Is it because they may be selling off their "x86" division, and would come down to "traditional" NSM? So, extending this, if it's good for struggling companies to get rid of x86 divisions, maybe it's not so good to get rid of non-x86 divisions, like Vantis. Boy, this is about as conclusive as it gets, huh? Tony