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

To: Knighty Tin who wrote (32919)9/26/1998 1:13:00 AM
From: Skeeter Bug  Read Replies (1) | Respond to of 132070
 
mike, intel as a sugar daddy means that mu...

1. will more than likely be around when the tide turns. i understand this release to essentially mean that intel will subsidize losses to keep dram low. mu gets their equipment and is in excellent position when the tide turns.

2. this accelerates the game. mu will put massive pressure on the korean fabs and they don't keep a straight face. they've blinked too many times. if they fold...

3. the hype value will be nonstop.



To: Knighty Tin who wrote (32919)9/26/1998 1:33:00 AM
From: Skeeter Bug  Read Replies (1) | Respond to of 132070
 
>>Skeets, But nobody is asking the question, what does it mean fundamentally.<<

it increases intc income statement while reducing its balance sheet. but, nobody reads the balance sheet anymore. all you need to look at is eps. they appear to be buying their eps. intc must have been scared sh*tless when dell said he'd pass on higher prices. ;-)


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