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.

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

To: Ramsey Su who wrote (46156)	2/8/1999 10:36:00 PM
From: Earlie	Respond to of 132070

Ramsey: This stock drives me bonkers as well. The company's back order doesn't even come close to providing viability, never mind profitability. It is as close to road kill as anything out there. What semi producer will order production equipment in this messy environment? Yet the N.Y. analysts paint in technicolor and the ninnies believe. There is one company the market thinks is indirectly allocating dollars to equipment,....INTC, via its writing of cheques to memory producers to "do something about Rambus". I doubt that much of this money will make it to the semi equipment makers and it is not a big sum anyway. Everything I see with respect to that situation suggests that the involved memory producers are cashing the cheques and "exploring" the problem. They don't see a market for Rambus, but they sure like the colour of INTC's dough. The excuses will be legion. If anybody out there can explain why even lambs believe this fairy tale, I'm all ears. It is ludicrous. Best, Earlie