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

To: yard_man who wrote (40417)	10/27/1998 10:36:00 PM
From: DavidG	Read Replies (2) \| Respond to of 53903

Hey tippit, The "Micron sucks" thread is gone. Is this a bullish indicator that tells us MU has turned the corner.:-) ...BTW I miss the Beavis and Butthead dialogue.<vbg> Hope the main characters that were there are OK. Good Luck Trading DavidG

To: yard_man who wrote (40417)	10/27/1998 10:55:00 PM
From: Thomas G. Busillo	Read Replies (2) \| Respond to of 53903

FWIW, 13D filed re: Intel deal. freeedgar.com And why pass up an opportunity to ever so gently point out Tom Kurlak's obvious blindspot - competitive strategy (you know, what the people actually in the arena and not on the sidelines playing "expiration morning quarterback" need to understand if they want to create sustainable firm value). From EBN 10-23-98 (boldface, my emphasis): Until the Intel investment, Micron's roadmap had only marginal funds available for early Direct RDRAM development and capital spending, according to observers. Now, Micron could follow a dual wideband memory path, aiming Direct RDRAM at high-performance desktop PCs and workstations, and SLDRAM at servers. However, analyst Thomas Kurlak of New York-based Merrill Lynch & Co. Inc. doesn't believe Intel's cash infusion will do much to change the shape of the global memory market. “Micron already was upgrading the former Texas Instruments fabs and had adequate money for [capital expenditures at] its own [Boise] fabs,” Kurlak said, referring to Micron's recent purchase of TI's memory operations. “Micron will continue its DRAM strategy regardless of the Intel investment.” ebnews.com INTC is not stupid. Carrots don't come without sticks. The idea the INTC investment will not alter MU's strategy (i.e. the where, when, why and how much re: allocating firm resources) is preposterous, especially after reading the language regarding conversion adjustments from today's 13D. If MU doesn't hit specified milestones (redacted in the filing) regarding expenditures and production on RDRAM, the conversion ratio is adjusted. And he's the II First-Team All-Star?! Can anyone here play this game? <g> Good trading, Tom