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Technology Stocks : Micron Only Forum

MU 239.40

-0.4%

Dec 2 3:59 PM EST

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To: TREND1 who wrote (25228)	12/14/1997 5:03:00 PM
From: phbolton	Read Replies (1) of 53903

Been looking at IPEC and others in the down trodden semi tools (KLAC/AMAT etc) business and have found out that MU's gross margin is used by many folks as a means of predicting the future of the tools business. The better the gross margin the better the tools business will be since D/SRAM is 50% or so of the semi business. MU's gross margin has been dropping (like a rock) so these folks expect the tool business to tumble and hence this is one of the major factors in the price of the stocks in the tools business.

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