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Mark, I'll believe the 56K modems when I see them actually working
without a cable connection. I think this is all sound and fury right
now, but I would avoid USRX, because folks believe the flim flam. I
think your MU puts will be fine in Jan, but I said the same about
oct. The company has fulfilled my wildest expectations by being a
piece of crap, but the folks keep buying it anyway. Kurlak has been
pounding the table, and, for the first time, making false statements
(as opposed to opinions, which, by definition, can be wrong but not
false). I laughed when he said Asian DRAM capacity was a "rumor." I
saw 8 of those "rumored" fabs in Taiwan. Between now and July, they
are going to flood the world with DRAM supply. Singapore has been
more sticking their toes in the water. And everyone is increasing
yields tremendously, especially in 64 Mbit chips. The costs are
diving in the 64s and they will soon be the preferred chip, IMHO.
I still like the puts on the networkers, but I think it is hard to
spend money on them when doomed companies like the chippies are going
way up. MU, CRUS, S3, etc. all look really pricey and their fundamentals
suck for a long time into the future. MB |
