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

To: SeaViewer who wrote (65428)	7/28/1999 3:15:00 PM
From: gnuman	Read Replies (1) \| Respond to of 132070

Toshiba think's DRAM up-tick a blip. Also, their RAMBUS plans for the year. techweb.com

To: SeaViewer who wrote (65428)	7/28/1999 3:19:00 PM
From: Mike M2	Read Replies (1) \| Respond to of 132070

The only shortage Micron will see is in profits HO HO HO mike

To: SeaViewer who wrote (65428)	7/28/1999 3:27:00 PM
From: Skeeter Bug	Read Replies (2) \| Respond to of 132070

funny, he said lower inventory levels. what does that mean? they had 8 weeks as of last q end. does that mean they have 10 weeks now - lower than the 10 weeks and 2 hrs they had the day before? seriously. he didn't say shznit. reminds me of his "demand for dram continues to remain strong" proclamation as pricing collapsed. he said shortage? hello? let the brain dead spend their money. we haven't heard the details of this incentive program - b/c it isn't favorable to mu, i'm sure. i do know they were offering 15% discounts to some european customers and they currently offer a 15% discount to some cpq purchasers.