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

To: Skeeter Bug who wrote (64351)	7/10/1999 11:20:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 132070

Loser Bug - Re: "intel's past failure in dram, " Intel exited DRAM's 15 years AGO ! Get a gRIP ! How do you think Intel became the world's largest semiconductor manufacturer ? You wouldn't have a clue - would you now, Bug ? I hear you bought a ton of Micron July Puts just a little while ago. Great call. Another loser for your portfolio ? Paul

To: Skeeter Bug who wrote (64351)	7/10/1999 11:26:00 PM
From: gbh	Read Replies (2) \| Respond to of 132070

intel's past failure in dram, where process is king, would appear to support the advisors assertion. Skeeter, re: the past failure in DRAM, I think I pointed out to you some time ago, that INTC left the DRAM biz about 15 years ago. Prior to 386, I think. In the mean time, they have become the KING of semiconductor manufacture. This is a pure result of process expertise. Since .5 micron, no one has come close to ramping volume on new processes quicker. This would include .35 and .25, and will soon include .18, although they have apparently hiccupped here a bit. IMO, this so-called advisor, is a moron. having said that, amd's mfrg process technology group appears to be on crack LOL. gary