Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: DavidG who wrote (39115)	9/26/1998 10:26:00 AM
From: Skeeter Bug	Respond to of 53903

david, not true. not true at all. what i said, and have repeatedly said, is that intel may become a sugar daddy for mu and essentially finance those losses. intel wants lehi running - or so the press release strongly indicates. maybe intel will pay for their cap exes, mu gets to improve their equipment and its losses are essentially funded. intel gets what they want, higher reported eps for a while. just such a win-win. btw, the press release did not say consistent pricing. it said they didn't want pricing to increase. me, listen? i have your arguments down pat. you consistently mistate mine. need a q-tip? ;-) yeah, i guess i shoulda learned how much money mu was gonna make this year, too ;-) i didn't write nor mistate the press release. don't blame me. i just understand it. btw, i think this is good for mu. when gambling, and mu is not only gambling - but raising the stakes, you have to figure out a way to stay in the game if things go bad. or, in this case, stay bad. this may be it. there will definitely be some tough negotiating, though.

To: DavidG who wrote (39115)	9/26/1998 10:38:00 AM
From: wily	Read Replies (3) \| Respond to of 53903

Aren't there some important FACTS under question here? A very informed poster (Carl) is of the notion that INTC doesn't buy DRAMs, while others are busy arguing on the basis of Intel trying to control the price they pay for such. This thread is largely focused on the issue of the DRAM economy vis supply/demand, etc. while a major event in the industry is on the brink: namely the transition to Rambus, which, if you follow the Rambus thread, has nearly all the pieces in place. Recent news has shown Intel to be placing much energy and emphasis on ensuring that Rambus becomes the standard, for several strategic reasons. I humbly suggest that the Intel/Micron deal should be seen in the light of this: That the obvious benefit for Micron is support on the cash side, and for Intel, further strengthening of its Rambus push. See Rambus post: siliconinvestor.com