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Technology Stocks : Micron Only Forum

MU 224.54

+0.3%

3:59 PM EST

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To: Fabeyes who wrote (42826)	2/6/1999 2:21:00 PM
From: Thomas G. Busillo	Read Replies (3) of 53903

Fabeyes, maybe that's why INTC is aggressively hedging their bets. They redacted all dates from the agreement, but I think I remember seeing an MU marketing guy in one of the CMP pubs talking about 128's 3Q. How early or late in 3Q and in what volume - who knows? What INTC is doing now, they should have done back in October. Frankly, IMHO, it shows some lack of strategic intelligence on their part. Message to INTC: IF you wanted to find a partner to take the ball and run with it on RDRAM, you might have done a little better job at assessing who in the past showed a willingness to pioneer into new product areas. If you did that back then, you might not look like you're scrambling now. Yeah, that's right, a guy wearing jeans and a Buffalo Tom t-shirt who last night in a "trendy" nightclub actually used the line "you'll have to excuse my confusion...it's just that this is the first time I've ever used styling mousse in my hair and it's throwing me off..." is advising the greatest chip company in the world on partnering strategies. Makes as much sense to me as someone like Dan Niles or Tom Kurlak acting like they know where the stock's going <g> Good trading, Tom

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