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

To: Mani1 who wrote (56047)4/22/1999 2:03:00 PM
From: Charles R  Respond to of 1571828
 
Mani,

IMHO, that has to do with AMD's risk adjusted capitalization. And you know where the risk comes from 8-)

Now, given the telecomm biz is back up (thanks to Asia), that should be the next thing on the block and should fetch significantly more than 2x sales. The candidates that could potentially buy that division have high valuations and deep pockets.

If that happens, may be we will have AMD trading at < 1x sales of the highly risky microprocessor biz. (very good news for people betting on K6/7 - assuming successful execution)

Lattice trading do not seem to believe the value and I have hard time understanding why 2x sales is such a bad deal - especially given the synergies of the operation and Cyrus's well known operation skills and the focus that Lattice could put on that biz.

Chuck



To: Mani1 who wrote (56047)4/23/1999 7:27:00 PM
From: Kevin K. Spurway  Read Replies (1) | Respond to of 1571828
 
Re: "Good call. Vantis was less than 8% of AMD's sale. Sold for over 20% of AMD's market cap. I take that."

I've been gone for a few days but I gotta say Jerry has earned his new limo this year, selling of Vantis for $500 million.

Kevin


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