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Technology Stocks : Micron Only Forum

MU 241.14

-6.7%

Dec 12 9:30 AM EST

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To: William L. Vu who wrote (302)	6/11/1996 9:30:00 PM
From: William L. Vu	of 53903

From the fact posted, here is my interpretation: 1) Order has increased from last month even when price is weaker. That means Demand has increased. If prices firm up, the new order would increase drastically. The Billing will continue to decrease. Trend as Larry D. would normally does it (listen): ............ Book : Trend up ~ 3.42 B2B( June) == ---------------------------- ==~ .96 ............ Bill : Trend down ~ 3.57 2) Semiconductor revenues so far has fallen only 3 % from last months and that means profit can not be disastrous as some has predicted. 3) Observation 1 and 2 above implies both good and bad news. B2B trend will be on the increase and it is good news for the Semi 3-6 months into the future. However in the near term, earning will be weaker than last quarter. Tomorrow, Let's see how many people react to the near term results and how many investors actually look ahead into the future. WV.

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