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

To: Spekulatius who wrote (81619)	6/13/2000 11:31:00 AM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Spek, I agree that IFX is overpriced. More than MU, I don't think so, as MU has all that debt and does not have a big daddy with deep pockets. Well, unless you count Intel and all the analysts who recommend it no matter how lousy the business is. Intel has deep pockets and the analysts have a deep chasm where their brains should be. <g> You also have to remember that Infineon is more modern than MU throughout the co. MU has some of the most modern production in the world, but it also has some Stone Age fabs. And MU has a huge white elephant in Lehi that IFX doesn't have. They don't cost it on the income statement, so it doesn't count, but, for some reason, it's still there. <g>