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

To: steve kurland who wrote (25915)	2/10/1998 2:35:00 PM
From: Knighty Tin	Read Replies (6) \| Respond to of 132070

Steve, I am a holder of Ligand and like it very much, though the toutiness of mgt. bothers me a bit and always has. MU is basically a way to play commodity DRAM prices. With that price below the cost of manufacture, and no longer term solution to this glut cycle, the fact that the stock is in the $30s is a joke. MU will be into 64 Mbit chips big time once 128 and 256 are the standard. It is their strategy to be a technology laggard, but a top rate manufacturer of the one generation past chip. I don't really think their tardiness on the 64 Mbit side is their biggest problems with sub-$1000 pcs the big sellers right now. If something moves the consumer to the high end, it will hurt them, but I don't see that happening any time soon. Don't know TPRO. Yet. MB