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Politics : Ask Michael Burke

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To: Joan Osland Graffius who wrote (75771)2/13/2000 8:01:00 AM
From: Earlie  Read Replies (1) of 132070
 
Joan:

The shorts have been run in several times on this one. I've missed a couple of opportunities to play the "back nine" on these opportunities, simply because I've been so gun shy. Not now.

I do think a slow and easy approach to it makes a lot of sense, particularly since it habitually attracts the shorts like a pile of Texas "bull droppings" attracts analysts,..... ah,... er,... flies. (g)

Intel will milk it, (especially until their stock is out). But they know that the only thing standing between this stock and oblivion is the Intel good housekeeping seal of approval.

Initially, Intel thought that it could reestablish its monopoly status through this technology, but it has been circumvented by the DDRs (and others in the wings). My own belief is that Intel will shortly make its "backing away" apparent, as maintaining a public stance that this is the wave of the future will cost them too much in sales.

Best, Earlie
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