SI
SI
discoversearch

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: Exacctnt who wrote (54783)4/6/1999 10:40:00 AM
From: Knighty Tin  Read Replies (1) | Respond to of 132070
 
Bob, I think TXN will get killed in this cycle. However, in the near term, dumping the DRAM on MU and having that stock appreciate in value, is going to give them lots of fudge factor around their eps. Longer term, the DSP market where they are spending their DRAM money, is about to go into glut and they will be creamed by that. MB