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Politics : Ask Michael Burke

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To: accountclosed who wrote (36238)	11/14/1998 11:29:00 AM
From: Skeeter Bug	Read Replies (1) of 132070

roq, first of all, mu is notoriously good at charging dumping while notoriously bad at actually proving it. since they can't compete in the field they try and compete in the legal arena. they think they are the low cost producers so when they sell below marginal cost they assume everyone must be doing the same. the bottom line is that they aren't most of the time. the fixed costs of dram production are so large that you can sell at marginal cost and lose billions very easily. anyway, it is a tech thing. tech investors buy this demand resurgence deal. they think, at any moment, pc sales will go up 100% overnight. they confuse cool technology with profits. paul is the worst. he told me i only understood the business side of xlnx. i didn't understand the products. when it cratered 45% he didn't post to me ;-) the ONLY issue of substance is supply and demand and what impacts it. the tech suckers only focus on demand. the steel investors only focus on supply. the glass is half full for mu and half empty for ns.

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