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To: phbolton who wrote (40144)10/19/1998 10:17:00 AM
From: DavidG  Read Replies (1) | Respond to of 53903
 
PH,

. they can't write if off without re-raising the question of why buy TXN's old, outdated fabs when you have a brand new facility sitting empty

You are constantly misstating the facts!!!!

Lehi is an empty building with NO FAB.

TXN sold MU inefficient fabs, some of which will be closed down and the rest that will be updated to .21 microns which TXN gave $750 million to update with....BIG DIFFERENCE!!!

Try and pay attention to both sides of the deals instead of just dwelling on the few negative points. You are really missing the big picture.

Good Luck Trading

DavidG



To: phbolton who wrote (40144)10/19/1998 10:19:00 AM
From: Bipin Prasad  Respond to of 53903
 
ph,

Do you think there's one single investor left who does not know about
"Lehi Shell"? What you are missing is that "It's in the price."

That's why forever bears' "fundamental analysis" can't hold any penny.
Present us something new and we'll listen!

InSook