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

To: yard_man who wrote (52115)	3/16/1999 10:23:00 AM
From: Knighty Tin	Respond to of 132070

Tip, This is one where I diverge from Earlie. I don't think Intel will sell. TXN will, but not INTC. The reason being they have a many times larger investment in Rambus and they want to keep bribing MU to produce these bloated price chips. However, even if they do sell and the stock stays up, it is a one-time gain. Admittedly, the market pays more attention to one-time gains than one-time losses, but I think the key will still be operating eps and hugemonguous inventories and higher SG&A. MB