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

To: Earlie who wrote (76718)	2/29/2000 8:57:00 AM
From: shrinks	Read Replies (1) \| Respond to of 132070

Earlie, Great post, I have been tracking DRAm module prices and been watching the prices drop from $123 in December to $62 on Sunday for a 128M, less than $4/chip yesterday prices spiked up about 12% anything out there on you radar screen to explain this? This is he last week of MU's qtr and they are usually dumping like crazy, I wonder if they are holding inventory and the module guys that typically come in at the end of qtr are being squeezed? Have you or Fred seen any pickup in demand? On the supply front it appeard that everyone except MU is adding capacity, Nan Ya came out yesterday and said they plan on being in the top 10 this year, 2 new fabs from them coming on line with IBM's .2um and .175um technology. Samsung is equiping line 9 and building line 10 in Korea with a second fab going up in Austin. Hyundai/LG is equiping a empty shell in Chung Ju and will announce in April if a second fab will be built in Eugene this year(with Samsung building one, my guess is that Hyundai will build) Cheers

To: Earlie who wrote (76718)	2/29/2000 9:03:00 AM
From: Steve Lee	Read Replies (2) \| Respond to of 132070

INTC has been making price cuts for as long as the IA32 architecture has existed, they innovate, cut prices and introduce new high end models constantly. That is their business. It is AMD who will suffer from those price cuts because they don't have the process technology to make chips as efficiently or that are as fast (they may get the highest Megahertz number for a while but their cache performance brings the overall performance way below that of the PIII). You are right about protecting your self for a fall in RMBS price. Long term it won't matter but if you load up on margin it could wipe you out. A 25% cut could happen in 5 minutes. RMBS has always been like that. It is a very nice stock to trade. I find playing RMBS on calls is a good tactic, regularly trading up to higher strikes as the stock gains. That way the downside is limited to the call premium of the calls held at any point in time. But you still get a near dollar for dollar gain as the stock rises - $40 or so at a time. I don't have the URL for the DTV but I think it came from the Robby conference yesterday. Who are these RAM torpedoes? Edit - RMBS up nicely in pre-market !