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To: pater tenebrarum who wrote (6543)	7/27/2000 5:07:05 PM
From: patron_anejo_por_favor	Read Replies (3) \| Respond to of 436258

Looks like the pin to pierce the bubble will be imported: forbes.com forbes.com

To: pater tenebrarum who wrote (6543)	7/27/2000 5:14:12 PM
From: chic_hearne	Read Replies (1) \| Respond to of 436258

Re: i think judgment day for POS is at hand now that INTC has sold out... huh? Where are you getting this from? Last I saw, INTC sold 6% of MU in Q2. They still have well over a billion to go. If I remember right, the original investment was for $500,000,000 at $30 per share pre-split. But I believe you are right, Intel can't make its earnings off of the core business so they will be selling a lot of MU to make up for it the rest of the year. Only $.67 per share of unrealized gains left for Intel. Considering the SOX is tanking and MU refused to ramp DRDRAM, who would you sell first? I believe Q2's dump of MU was a warning to them by Intel. Now with MU coming out in full force of DDR, I wouldn't be surprised if INTC is dumping 10's of thousands of shares every single day....