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

To: tom rusnak who wrote (60862)	5/27/1999 10:50:00 AM
From: Knighty Tin	Respond to of 132070

Tom, I like the Rambus June 65s for a near term spec, BNQRM. I agree that the longer term ones, which I prefer, are awfully pricey. But this is a zero/one situation. I think June will work because we should have an Intel preannouncement by then, and Rambus will fall in sympathy. But that is certainly speculative. I see no way MU loses a nickle. My best guess is -25 cents. The wild card is MUEI. I suspect they could lose money this quarter, in which case the loss could be higher. But there is no question that they are losing about $1 a 64 Mbit chip, right now, and that they have brought on more capacity this quarter. They could fight this by holding more inventory, which is likely. And they could have some contract prices that have lingered a while. But the trend is unstoppable.