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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: accountclosed who wrote (61701)6/8/1999 1:45:00 PM
From: BGR  Read Replies (1) | Respond to of 132070
 
Time to reload puts?



To: accountclosed who wrote (61701)6/8/1999 4:31:00 PM
From: Earlie  Read Replies (4) | Respond to of 132070
 
AM:

Somebody had better show the world how Rambus gets into cheap PCs. While they are at it, perhaps they could do some math for us and demonstrate how MU will ever make enough profits on Rambus to offset the enormous stock dilution taken in that $500.0 million INTC deal. Additionally, they might also detail why both TXN and IBM have or are exiting the memory game. Finally, they should show us how a memory company might make money going into a small market where the costs are much higher, there is a competing technology that is much less expensive and almost as good (DDR) and where the 900 lb. gorilla has already established a presence.

Other than that, did you enjoy the play Mrs. Lincoln? (g)

Best, Earlie



To: accountclosed who wrote (61701)6/8/1999 6:09:00 PM
From: Knighty Tin  Read Replies (2) | Respond to of 132070
 
Antonym, Gee, Rambus will be ready for sale at exactly the same time businesses lock down their IT spending. <g>