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

To: Knighty Tin who wrote (68088)	9/23/1999 11:07:00 AM
From: Mike M2	Read Replies (3) \| Respond to of 132070

Mike, with micron bull when the spot is low they tell us most of the sales are at contract prices when spot is high we hear about the price but nary a word about contract commitments. The same logic applies to the Taiwan situation the potential disruption to the supply of DRAM matters while the possible disruption to the supply of motherboards is not addressed. i guess they figure they can sell PCs w/out motherboards for now and ship them later. -g- ho ho ho Mike

To: Knighty Tin who wrote (68088)	9/23/1999 11:41:00 AM
From: Alias Shrugged	Read Replies (1) \| Respond to of 132070

Mike What MU puts would you buy now as a first third? I've avoided this stock the past three months; time to reload. Thanks

To: Knighty Tin who wrote (68088)	9/23/1999 11:42:00 AM
From: valueminded	Read Replies (1) \| Respond to of 132070

Mike: Lets see, Taiwan account for 80% of motherboards and 8% of dram. So if taiwan gets knocked down for a little or a long while, we lose more motherboard production than dram production. Most dram is used in motherboards so....dram prices should be down not up. Sorry, I cant buy that dram is up because of Taiwan. Reasoning doesnt follow. If its up in the contract market, it means that boxmakers are overpaying / overbuilding / overordering and either going cancel some orders or suffer in the margin column. (imo) Looks like a good time to add mu poots to me