SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Ask Michael Burke

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Knighty Tin who wrote (26322)3/2/1998 8:31:00 PM
From: GuinnessGuy  Read Replies (1) of 132070
 
Mike, What's even more unreal is that it was Micron that pushed out the order for the test equipment that was so sorely lacking. (Note: No -g-'s). I got an idea. Below is Kip Bedard's company email address. He is usually pretty good at answering queries(although you may be an exception-g-). Why don't you ask him to reconcile their lack of test equipment claims against this push out and post the answer here. Just don't tell him you are a loyal short.-g- Can't wait to hear his answer.

kbedard@micron.com

The TER news was laid out on the TER thread here:

Message 3574082
Message 3574207

The latter of these two links is where you can find the smoking gun(i.e. - the Micron pushout).-g-

P.S. - Maybe this pushout has to do with Micro going to a 256/128mbit chip way ahead of their previous plans. This kind of change would undoubtedly necessitate a pushout or cancellation. It certainly would be a first for them to be first(Re: production of 128/256mbit) so it is not a likely scenario, however it would explain why the stock did so well today.

Craig
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext