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


To: Freedom Fighter who wrote (72267)12/23/1999 10:03:00 AM
From: re3  Read Replies (1) | Respond to of 132070
 
sofa dude, any change in your outlook on berkie ?

do you think its just tax loss selling at this juncture ?



To: Freedom Fighter who wrote (72267)12/23/1999 10:23:00 AM
From: Knighty Tin  Respond to of 132070
 
Wayne, None other than the fact that DRAM prices are already down nearly 50% from their ASP in the reported quarter. They've had their once or twice every two years nominal profit, without any free cash flow, of course, and are now headed back to losses.