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To: Keith A Walker who wrote (44458)	3/27/1999 10:21:00 AM
From: Carl R.	Respond to of 53903

...shipping with 64MB and going to 128MB is usually just a couple of hundred bucks more. That's outrageous. No one would pay that much, would they? The extra 64MB is selling for about $65 these days, and has been under $100 for months. Carl

To: Keith A Walker who wrote (44458)	3/27/1999 11:19:00 AM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

keith, you may have a point re: intel's earnings. my bet is that they a mediocre, at best, and that their forward guidance is down. i've been wrong before and me be wrong on this view. the bearish contrary indicator doesn't work. this stock went from $95 to $17, up to $60, back to $20, back to $80 and now below $50 and the bearishness has been intense the whole time. that tends to happen when rational folks look at the reality - which has been obviously hideous for quite some time. as for dram bit growth, it may grow, as you point out. dell has missed revenue estimates two qs running and i suspect they will do anything they can to get market share from competitors. i'm not sure upgrading dram and raising prices a couple hundred bucks is the way to do it when price is the #1 factor in purchasing decisions. maybe. then again, dell is the anomaly so far. no other company has even come close to matching their performance. let's discuss ibm, the largest pc company in the world. they lost almost a billion dollars on pcs last year. will they be raising prices (hint, they just lowered them more b/c sales stink) just so they can enrich their dram vendors at their own expense? maybe. 64 mb chip pricing was above $10. it is now $8. supply is being ramped to cut costs. output is increasing. retail 64 mb was $90 and change. now it is $60 and change. that "profit" that mu posted will lead to bankruptcy is they continue to "earn" it. if you think intel will blow out earnings then i'd probably play intel or chippy that can at least argue that they are worth 1/2 their present value - not one that is 4 times over valued. jmho, as always. btw, thanks for the kind words. i recognize them quickly as i don't see them very often ;-) i still go with caveat emptor. it is ok if you disagree. hey, maybe that is the way to make some dough in the short run. mu is the king of sardines... :-) fyi, Message 8557947