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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: Stockdoctor who wrote (67177)5/14/2002 9:26:06 PM
From: mishedlo  Read Replies (2) of 99280
 
if HP is saying nobody is buying computer and they see no signs of recovery. Who the heck is AMAT and INTC are selling their stuff to?

They selling stuff hand over fist to MU.
All part of the grand scheme of things.
MU will have such an oversuppy of DRAM that they will sell it for .01/chip.

Then MU can rise when prices jump on 100% increase to .02 then MU can jump again when chips sell for .04. Eventually MU will hit $80 with MU Chips still selling at 80% below cost. It is all part of the secenario II, with liberties on the idea stolen from zeev, and to be taken with more than a grain of salt. gggg

To Zeev:
Do you really think More's law can hold up for 15 more years. WOW. Will there be any CONSUMER need for such chips and why? I can see a use in tornado/weather forecasting etc, but what about real consumer need? At the projected speed, how many bits of encrytion will we need.

M
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