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Technology Stocks : Micron Only Forum

MU 312.15

-1.0%

3:59 PM EST

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To: Sridhar Srinivasan who wrote (28587)	2/19/1998 5:03:00 AM
From: Skeeter Bug	of 53903

sridhar, please don't put dj up as the harbringer (sp?) of publically available news. that one has me laughing. in any case, the 64 mb question is a good one. i don't have a good feel for it. however, going along with the macro theme of oversupply killing slowing demand (based on publically available facts ;-), it would seem to me that everyone will lose in 64 mb, too. including the low and lowest cost producers. bit production will increase 30% above already excessive supply levels at the very least. i believe it will be much greater, though i can't substantiate it. yet... ;-) the real question is how is mu going to afford the ever more expensive hands of this no limit poker game? the reason mu is a lower cost producer is b/c they paid the pretty pennies. those pretty pennies are getting scarce right now. they can't even afford a dividend. after this q is over mu will have made $0.70 cents in the last 15 months of the 16 mb cycle. the most profitable months, too. all this for $35 ;-)

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