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Technology Stocks : Micron Only Forum

MU 249.44

+1.0%

10:10 AM EST

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To: TREND1 who wrote (20096)	9/21/1997 10:15:00 PM
From: Thomas G. Busillo	of 53903

Larry, alright. So the next obvious question would be: If they're totally capacity constrained, why haven't they opened Lehi? And why are they talking 10>20>50% (who knows what the next number's going to be) in terms of estimated production increases? Shouldn't they be talking numbers like 300% next quarter since if they are the "low cost producer", they can clearly blow-out the competition at will? Don't know if you saw the piece on memory-module companies on techweb this weekend, but I didn't see MU in there. If they're the "low cost producer" wouldn't every memory module firm be buying from them? Even if MU's making their own modules, don't you think they'd be selling to them? Also, I'd like to get a handle on their transfer pricing when it comes to their subsids. Have a feeling I'm not the only one <g> Good trading, Tom

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