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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: Ed Beers who wrote (27319)1/29/1998 12:30:00 AM
From: Skeeter Bug   of 53903
 
it, it is funny how so many people don't understand that "cost" is nearly meaningless unless you specify net or gross. gross is production cost. this is common knowledge.

all you need to do is multiply (1 - the gross margin) by the asp for the q to get gross cost - or, at least, a decent estimate.

mu had production, or gross costs, very close to $3.00 last q. what's the big deal if it is close to $3.00 this q? i do expect a 10% decrease in gross costs per q.
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