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To: Earlie who wrote (46642)6/23/1999 6:37:00 PM
From: Thomas G. Busillo  Read Replies (2) | Respond to of 53903
 
Earlie, how's this for a juxtaposition:

"It would be very difficult to find a major semiconductor vendor that isn't putting a focus on communications," says Joe D'Elia, associate director of Dataquest.
- From a piece on today's WSJ Interactive re: de-emphasis of PC's as long-term growth drivers for chips.

Micron Technology to Shut Communications Unit in Q4, Take $9-12 Mln Charge
- Reuters headline.

Good trading,

Tom



To: Earlie who wrote (46642)6/23/1999 6:41:00 PM
From: Knighty Tin  Respond to of 53903
 
Earlie, I actually thought this was the most honest Mu report I've seen since the DRAM market slide started in 1996. It was totally hyped and slick-pencilled, but for them, understated. I was extremely surprised that they didn't put the kitchen sink into the Microstink writeoff. I think they could have done it. Heck, I don't know how much they wasted on the silly bugger. <g>


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