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

To: Earlie who wrote (61172)	6/1/1999 1:38:00 PM
From: Knighty Tin	Respond to of 132070

Earlie, No question that you nailed it. The big question was why the stock jumped so much the past six weeks. I think it had to do with the short squeeze you mentioned. The fundamental stories, that they talked to MSFT and MSFT said that if they build a lot of PCs with Rambus chips in them, that they will allow NT to go in those boxes, were kind of lame. <g> I mean, Duh and a half. Good call. What the bulls haven't caught on to is that the other PC OEMs cannot allow IBM to have the market to themselves for two or three months. They have to at least partially follow their lead. I would like to see AMD jump into this mess, but I don't have a huge amount of confidence in them. If Intel is intransigent about the RDRAM boxes, then it could give K7 a huge opening to the corporate market. MB