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

To: Peter Singleton who wrote (46390)	2/10/1999 1:23:00 AM
From: Skeeter Bug	Respond to of 132070

>>''As an industry we're shipping what we're producing,''<< another kippism. what he isn't telling is that capacity is being limited now in order to maintain this equilibrium. not a long term solution...

To: Peter Singleton who wrote (46390)	2/10/1999 7:19:00 AM
From: Earlie	Read Replies (1) \| Respond to of 132070

Peter: Believe old Kip, for sure. Of course, a little slip right in the article (or presentation?) doesn't help. Now is it 18% of the market now and 25% of the market (first part of article) later or 35% (end of article)? Tom Buscillo points out that in the last quarter, the company appears to possess 10% of the market (using the company's own figures and the Semi industry's figures). Of course Tom's track record doesn't compare with the old Kipper. (g) "Buoyed by strong demand for PCs..." What a joke. Not what most players who have to sell them are both saying and reporting. Did Kippy suggest why those itty bitty firms such as Samsung, NEC and Toshiba would be nice guys and just stand aside and let MU pick up market share? Samsung's gearing up of more production sure doesn't suggest this ( just as an example). I love the "stable pricing" quote,... as in "stable" at what it costs most in the industry to produce. And of course the added supply coming in won't cause prices to fall. MU's last report sure doesn't make it look that these "stable" prices are terribly profitable prices, but of course, better yields will bring down the cost, etc. and this last week"s weakness is just an anomaly. "Industry demand up 80% this year". Based on,...... I must have missed that. He sounds more like Niles every day. Why not 150% , or 200%? Same source. When the baloney reaches a certain depth, credibility disappears. The good news is that when Micron ceases to need his services, Clinton will no doubt recognize his "spin" talents and hire him. If we are lucky, this bit of Kipp-fluent will nudge the stock a bit and allow a better put price. The shorts have already been flattened and the funds are sellers. Tah, Tah Kip. Best, Earlie