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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (24067)10/26/1997 3:41:00 PM
From: Thomas M.  Read Replies (1) of 132070
 
Jack Geraghty of CS First Boston was on CNBC Friday. He pointed out that normally, chip companmies spend 20-22% of revenues for capital equipment, but that number has gone up to 29% in the last 2 years. He characterized 16M DRAM pricing at 4.10 as "just plain awful". He also said that 12% of industry spending comes from Intel. Overall, he sounded pretty intelligent, and is a name worth remembering.

Tom
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