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

To: TREND1 who wrote (68871)	10/9/1999 2:29:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Larry, thanks. It doesn't matter that DRAM is temporarily on allocation, even if that is the truth, which I doubt. I have heard the computer cos. are actually selling DRAM in the spot market in Taipei. Maybe they are playing the buy at contract, sell at spot, game. For MU to be a buy fundamentally, they would have to have a shot at $4 a share eps and a pretty good assurance of a stable 20% growth rate. Somehow, that doesn't correlate with two years in a row and 7 out of 8 quarters of losses. I will visit your site.