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Politics : Ask Michael Burke
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To: Skeeter Bug who wrote (32885)9/25/1998 6:05:00 PM
From: Knighty Tin  Read Replies (1) of 132070
 
Skeets, It is the Mormon Mafia showing its true colors. You are right about the hype. I was wondering what could both make Micron go higher and eat up more of Intel's cash. Have you ever noticed that MU always has a spectacular announcement just before reporting horrible eps? <G>

Intel's stated reasoning is total crap. They need a reliable source of DRAM???????? Good lord, check the local warehouses near Samsung, MU, or NEC fabs. It is not like this stuff is in short supply.

The billion dollars, if spent on expansion, works right into the bear case. Another stupid move to add capacity to the glut.

But I would love to see this dog go to the mid-40s on the news. Still have only a leftover third of Oct 20s, so I am ready to load up for another ride down.

MB
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