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

To: Activatecard who wrote (37278)11/23/1998 11:02:00 AM
From: Knighty Tin  Read Replies (2) | Respond to of 132070
 
SAF, One of the keys to my negativity on the chip equipment geeks is the fact that the chip cos. have become experts at cranking out more, better, smaller and faster chips without much in the way of capital expenditures. Micron, and may they roast in Hades, is the leader in this capacity adding art, but Intel is right behind. And if you kick out more without extra cost or with little extra cost, your profit margins get closer to breakeven, in the case of MU and the DRAm makers and may actually hold at their current level in the case of Intel. A good long term trend for chippies. A horrible long term trend for the capital equipment cos.

MB



To: Activatecard who wrote (37278)11/23/1998 4:26:00 PM
From: Skeeter Bug  Respond to of 132070
 
>>There is still a debate within Intel about the impact of Y2k on the
seasonal trend through 1999, and the company feels that there is adequate rationale for
almost any argument that you could make. As a result, the strategy is to have enough
capacity and inventory buffer
to handle any spike in demand that they might see in 99. Still too early to make any real
comment on Q1, which will require sell through data. <<

refreshingly honest...


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