SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: C_Johnson who wrote (3422)2/22/1999 7:35:00 PM
From: Justa Werkenstiff  Read Replies (1) of 15132
 
Carl: Re: "There is one other place where you can get a complete SEMInvest '99 writeup - infras.com Yes, we are in the business of selling this material so you have to pay to get the issue."

Yes, and we charge to post here. Lars will send you a bill unless you are willing to buy some Mary Kay cosmetics or Brinker tee shirts <g>.

Re: "What did you think about the comments Ali Irani made about Samsung's DRAM cost structure?"

Seems as if Samsung wants to play some serious Johnson no-limit poker to drive costs down to $2.50 for 64 megs by the end of this year. I think that's the game. Maybe Bronson got to them by saying that Micron is outspending them 3:1 <g>. I am sure Ali did his homework. But where is the money going to come from for all this capex? Have the Koreans learned anything from the last game? Let's hope not <g>. Care to share your take with the stiffs on this thread?

Nice tutorial. Enjoyed it very much.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News