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

To: John Graybill who wrote (42486)	1/25/1999 2:36:00 PM
From: Thomas G. Busillo	Respond to of 53903

John, Soundview's/Randall's buy at 20 was a much sounder view than a reit after a 250% gain. If you want to analyze it in totally Machiavellian terms, maybe a move to head off any possible damage on the potential INTC investment in NEC (not that there's anything to suggest it's anything more than a wish on NEC's part; although one interesting thing about both the Hyundai and NEC possibilities relative to INTC's concern over RDRAM supply - With so many top vendors skipping the 64-Mbit generation, a disproportionate burden is falling on the handful of suppliers that will deliver early 72-Mbit parts. Among them are NEC, Mitsubishi Electric and LG Semicon. techstocks.com I don't know if you can view any INTC investment in Hyundai as relating to that part of LG's RDRAM roadmap, but maybe it's possible that they're thinking any direct investment in LG is too politically explosive to touch (i.e. how happy would the Korean officials trying to marry these two be if that happened?), so if they structure it right, they have the potential for accelerating the technology within Hyundai AND helping one of the few suppliers of the 72-Mbit part in the interim. I guess that assumes the deal goes through and any investment would help head off any potential early-stage RDRAM shortage. Maybe the timing of either dampens any upside? Also, maybe I'm reading way too much in the way of any strategic intent on INTC's part. Good trading, Tom