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Politics : Ask Michael Burke
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To: Jeff Leader who wrote (65404)7/27/1999 11:01:00 PM
From: Knighty Tin  Read Replies (2) of 132070
 
Jeff, My contacts in the industry are not that good any more, but I am going by a Bill Fleckenstein article of about 10 days ago where he called the company and confirmed that inventories had grown by a third since the June quarter ended. And they were considered far too high then. I wish I had fresher poop, but I have lost my DRAM source at Lucky Goldstar to the merger and currently have nobody at MU. My contacts at the Taiwanese cos. are claiming fairly low inventories, but, they are simply not as important, yet, as MU, Infineon and the Koreans.
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