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Politics : Ask Michael Burke

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To: Rambi who wrote (67191)	9/2/1999 3:06:00 PM
From: Skeeter Bug	Read Replies (1) of 132070

6 out of 7 reported losses is the reality. another 2 years of performance like that and we'll see a company on the brink. btw, bts sales suck. one article said that no matter how low prices go, unit sales still fall. this latest rush for spot (absolutely NOT contract - 85%+ of mu's business!) is due to 1. mu tieing up their outrageously high inventory (normally reserved for spot selling) in discounted contracts a few months back. some speculate it was a 2 for 1 deal. 2. everyone building up gonja inventory in anticipation of huge sales that are required to keep lofty valuations flying. it doesn't look like that is happening. this blip is bad b/c everyone is ordering equipment to drastically increase supply. i predict that dram spot is below $4 by 2/2000. and dropping. fast.

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