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Politics : Ask Michael Burke

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To: Activatecard who wrote (37278)	11/23/1998 11:02:00 AM
From: Knighty Tin	Read Replies (2) of 132070

SAF, One of the keys to my negativity on the chip equipment geeks is the fact that the chip cos. have become experts at cranking out more, better, smaller and faster chips without much in the way of capital expenditures. Micron, and may they roast in Hades, is the leader in this capacity adding art, but Intel is right behind. And if you kick out more without extra cost or with little extra cost, your profit margins get closer to breakeven, in the case of MU and the DRAm makers and may actually hold at their current level in the case of Intel. A good long term trend for chippies. A horrible long term trend for the capital equipment cos. MB

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