sridhar, mu's 16 mb net cost is $3.00. let's see, their asp was $.88 last q. muei contributed essentially nothing.
they shipped over 100 million chips. that means their net income from chips was over $200 million.
please explain to all where mu lost that $192 million dollars of net profit? was it the 13k people working on flat panel displays? seriously, where did the $192 million go?
i NEVER said mu wasn't A low cost producer. in fact, i've NEVER heard anybody argue that. i have argued that it is absurd to put mu gross costs at $3.00 (which is close on a gross basis - but not net) and the korean's gross at $4.50 like some "analysts" do. of course, no credible source is ever given by these "analysts." why? they don't have one and alice is in wonderland.
mu might very well be the low cost producer. if they are, and nobody knows on this thread, they are the low cost producer by, more than likely, just a little bit. i'd be surprised if it was even $0.10.
the $1.50 put forth by some is absurdly ludicrous. mu would file dumping charges and would win in minutes.
as for david agreeing that korea's costs are much higher - they admitted it on this thread (remember that, i don't ;-) - he agrees with, i believe it was peter, that korea's costs are so low that they aren't dumping. talk about confused.
hey, congrats on the nice gain in the past 6 weeks. this bow wow has more lives than felix the cat. |
