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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Jerome who wrote (18983)	5/18/2006 9:06:36 AM
From: matt dillabough	Read Replies (2) \| Respond to of 25522

MU PC OEMs secure long-term supply agreement with DRAM makers - Digitimes (15.63 ) -Update- Digitimes reports the increasingly tight supply of DRAM has prompted PC OEMs, including Dell (DELL), to secure long-term supply agreements with chipmakers such as Samsung Electronics, according to industry sources. The sources noted that Dell has inked a supply agreement with Samsung, to secure a stable DRAM source through September. Initial prices have been agreed, and analysts expect Samsung and other companies who supply DRAM to Dell to gain a stronger bargaining position from which to adjust the price. Inventory levels among leading DRAM makers are declining. The sources indicated that Samsung, Hynix Semiconductor and Micron Technology had all expressed concern over their inventory. The average inventory level had dropped to the levels of one to two weeks earlier, the sources added.

To: Jerome who wrote (18983)	5/18/2006 9:56:15 AM
From: BWAC	Respond to of 25522

<BRKS...and the bondholders.... If BRKS has to pay off the bondholders with cash, then this would avoid dilution of the stock, since the bonds were convertible to stock. I think that BRKS would force the redemption rather than suffer the dilution.> And per the balance sheet BRKS has by far enough to cash to pay off 100% of the bonds and still have more than enough cash left over to operate on. As a matter of fact one really needs to question if BRKS actually needs $365 million of cash on the books to finance quarterly revenues somewhere around $150 million. BRKS could operate just fine if they told the $175 Million worht of Bond holders in total to go take a jump in the lake. And BRKS would be far better off and far better investment for the stockholders because eliminating the convertible bonds would also eliminate the hedge fund clowns shorting against the bond conversion features.