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Politics : Ask Michael Burke

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To: John Graybill who wrote (62488)	6/16/1999 11:25:00 AM
From: Michael Bakunin	Read Replies (2) of 132070

Though Osha's opinions on DRAM are pretty fishy, his overall take seems reasonably informed. After all, the article says, "Osha is less sanguine on the PC end of the chip market..box-makers are demanding cheaper component prices as they strive to lower costs on PCs...[leaving] Intel (NASDAQ: INTC - Quotes, News, Boards) fighting to maintain profitability, while selling more lower margin Celeron chips." His knee-jerk defense of Intel ("Intel's ability to lower costs on lower capacity chips will enable the industry bellwether to meet its quarterly numbers despite competitive pressures from Advanced Micro Devices") notwithstanding, that's pretty reasonable. -mb

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