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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (85724)	6/26/2002 1:36:38 AM
From: thecalculator	Read Replies (1) \| Respond to of 99280

>>(then it was forced conversion of INTC, TXN and other's converts)<< An attribute of the 'relentless' deflationary aspects of Moore's law, no doubt...and was Micron really the instigator, or was it INTC (the largest semi) and TSM (second largest) instead? I've read that the .13 micron has not gone as smoothly as expected. Nonetheless, with the exponential progression to dinner plate sized wafers, the deflation is set to continue...and so maybe MU won't make the ramp, eh, without the elimination of Hynix? That is, unless the bankers 'liquidate' the next economic cycle to get the telecosm back on track, thereby counteracting the deflationary forces. Afterall, it is those applications on the fringes of the telecosm (e.g., televideo) that will suck up some of the microcosm's excesses (i.e., cpu cycles, storage density, etc.).