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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (20687)	6/23/1998 6:18:00 PM
From: Justa Werkenstiff	Read Replies (2) \| Respond to of 70976

Jacob: You are getting far too optimistic. Here is some good bear food for you to chew on <g>: biz.yahoo.com

To: Jacob Snyder who wrote (20687)	6/23/1998 6:40:00 PM
From: David Rosenthal	Read Replies (1) \| Respond to of 70976

Jacob, Micron is definitely shoving it all in the pot in what looks like an ill-conceived strategy (in addition to everything else they acquired Rendition which is a weaker player in the graphics chips area. They think they can staunch the bleeding by moving into graphics chips?). They are taking their efficiency and spreading it out to more plants. Of course, this means losing money faster unless their competitors quit or demand increases enough. Does Micron really think its pockets are deep enough to succeed? If I were running a competing business I would cut my production some to control losses but not enough to allow prices to increase and I would wait for Micron to spend itself out of business. BTW. In the poker game, I think Micron is putting their last chips on the table, and is making one final roll of the dice. I always suspected that MU didn't know how to play poker. :) Dave

To: Jacob Snyder who wrote (20687)	6/23/1998 7:01:00 PM
From: Ramsey Su	Respond to of 70976

Jacob, of all the semi related companies, TXN probably did the best job in anticipating the problems facing the industry today. I am still questioning why TXN practically gave MU the fab on a "nothing down and pay later" deal. Has TXN already written the fab off as worthless but did not want to take the hit so publicly? Are the MU shares that TXN are to receive in September restricted? If not, I supposed TXN can immediately sell and recoup as much as they can. MU had always been the chief screamer of chip dumping. With the Asia turmoil, I doubted if Congress are going to be overly harsh on the already beaten down Koreans. What could MU be thinking of? MU has just moved on my watch list - to short. Ramsey

To: Jacob Snyder who wrote (20687)	6/23/1998 7:12:00 PM
From: Big Bucks	Respond to of 70976

Jake, Re:In the poker game, I think Micron is putting their last chips on the table, and is making one final roll of the dice. If it doesn't work, by mid-1999 they will have no cash left. And it will prolong and deepen the current semi-equip cycle. What is it dice or poker? My read is that Micron just upped the bet since they are holding the strongest hand, and know it. They are, in effect, telling the other memory manufacturers to "Put up or Shut up" and if they want to stay in the game then they are "gonna hafta pay" to stay in the game. Is it a "bluff" or a Royal Flush? I don't think that I'd bet against them regarding if they are trying to take over the high end memory market. I'm just curious if they are going to be using the Rambus technolgy to achieve leading edge memory speed, if not they will have to fold their hand, either that or get a Rambus License. Just my opinion, BB