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Technology Stocks : Micron Only Forum

MU 237.16

+4.6%

Dec 5 9:30 AM EST

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To: mike iles who wrote (24823)	12/8/1997 9:06:00 AM
From: julian hatfield	Read Replies (1) of 53903

Mike, I follow your logic. However, what's the weight that should be properly attributed to it? By your admission, your analysis only applies to a portion of MU's financials right? Your statement: >First, methodology: I take MUEI out of the equation when valuing MU because it's in a >different business and there's a significant minority shareholding (so MU can't do what >it wants with MUEI's cash). So I deconsolidate the financials and just look at MU's >semi business. As I understand it, the semi business is ~50% (and declining) of total revenues. What % is it of expenses, earnings, etc? Bottom line, how important to overall results is the semi business. The answer to that question will give a good feel for the potential impact of your analysis. J

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