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Technology Stocks : Micron Only Forum

MU 241.14

-6.7%

Dec 12 9:30 AM EST

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To: Jerry Denkera who wrote (112)	5/24/1996 9:13:00 PM
From: Bipin Prasad	of 53903

Given your past record, that is proof enough for the inventory question. My info may have been correct for short periods of time. Also, as you had indicated earlier, the distributor inventory will probably not be counted in Micron's inventory. Fair enough, to your reply on yields. Spot price has shown to be predictive in direction but not in exact numbers. For example, the high prices extracted last year in the spot market were never matched by the following contract prices. I will study the correlation. And as Larry pointed out, need to look out thru the windshield and not the rear view mirror. It is exactly this uncertainty that the next quarterly report will clear up for me. Unfortunately that will be 2-3 weeks after the insiders.

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