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


To: Mohammed U. Karkanawi who wrote (82101)7/2/2000 5:56:50 PM
From: Night Trader  Read Replies (1) | Respond to of 132070
 
It's SI. Due I think to the fee to join, new posters are using the free sites like Raging Bull and Yahoo.They've now developed enough critical mass to attract people who used to post here. It's a shame as these sites are not generally as good with a lot of spam and stupidity to wade thru but that's the way it's heading. Just make sure the last person here turns off all the lights.



To: Mohammed U. Karkanawi who wrote (82101)7/3/2000 1:13:26 PM
From: Knighty Tin  Respond to of 132070
 
MUK, ATT is o.k. for a value/spec, but not my cup of tea. It still needs a higher yield to interest me. I have changed my mind about Rambus. As I mentioned in several notes, in the unlikely event that they won the legal case, all bets were off. Well, much to my surprise, they won or are winning the legal case, so they will not go bankrupt when DDR wins the race vs. Rambus chips. That's because DDR will also pay royalties. The stock is way overpriced, but the company seems to have a patent that is solid.

MU is still a piece of crap and doing nothing. Holding back huge mountains of inventory can make any quarter appear to be strong, but it is not a long term winning strategy. With two major distributors out of business, and their inventory a drag on the market, MU is still a no free cash flow pile of dog crap. But they do have some mighty tricky accountants.