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

To: Freedom Fighter who wrote (81309)5/30/2000 3:53:00 PM
From: gnuman  Read Replies (1) | Respond to of 132070
 
Wayne, considering Dan has only been at Lehman for a week now, that's a gutsy call.
As for Intel bailing out of MU, I wonder if it has anything to do with MU's strong support of DDRDRAM? Intel does appear to be making a good return on the $500M investment in MU. <g> Been spending time trying to figure out where Rambus/DDR is going. I think we're coming to what Grove would call an "inflection point" in the industry. Major market forces in conflict here. But very interesting. <g>



To: Freedom Fighter who wrote (81309)5/30/2000 10:00:00 PM
From: BSGrinder  Read Replies (1) | Respond to of 132070
 
Wayne,
The sheer magnitude of Intel's sales is astounding! I count about $360 million in 2 weeks! And I believe their cost basis is less than a third that amount. These sales alone could have a measurable impact on Intel's profits this quarter. That is probably why they are selling. It's an amazing racket.
/Kit


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