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Technology Stocks : Micron Only Forum
MU 237.16+4.6%Dec 5 3:59 PM EST

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To: Trey McAtee who wrote (16587)7/15/1997 9:47:00 AM
From: Sridhar Srinivasan   of 53903
 
Trey, till the cross over to 64 Mb occurs, MU will be the largest DRAM producer (since the 16 Mb part has the lion's share of the market). I think that MU will grow earnings going into the latter half of 97 and 1998. I agree with your views on margins: If Micron cannot make DRAM profitably, their stock will (and ought to) head south.

Sridhar
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