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

To: MulhollandDrive who wrote (61862)6/9/1999 1:58:00 PM
From: Michael Bakunin  Read Replies (1) | Respond to of 132070
 
I can explain why I brought it up. Can you explain the conflict between your original assertion of "huge market opportunity" and industry revenue trends as exacerbated by Moore's "Law"? -mb



To: MulhollandDrive who wrote (61862)6/9/1999 2:02:00 PM
From: gnuman  Respond to of 132070
 
BP, re: <As opposed to Moore's law?>
Don't you think it has more to do with over capacity? If Moore's law applies to all semi's, why just DRAM's taking the big dive?
Of course you can argue that Moore's law created the over capacity. <g>



To: MulhollandDrive who wrote (61862)6/9/1999 2:03:00 PM
From: Cynic 2005  Read Replies (1) | Respond to of 132070
 
<<As opposed to Moore's law?>>
B, If you think Moore's law is bad for revenues, wait for the Murphy's law to be in full force for RMBS bulls. -g- I predict that it will happen in this Millenium - RMBS 20sh!


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