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Technology Stocks : Micron Only Forum

MU 207.36

+3.0%

Nov 21 9:30 AM EST

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To: PaperChase who wrote (46624)	6/23/1999 5:49:00 PM
From: Skeeter Bug	of 53903

pc, sequential. sequential. pricing. inventory. production ramps in a glut. interest expenses. txn can't pay mu to take more fabs... i agree that this report probably won't send mu to fair value. it is a start. next q will be comparable to last years q2 - if not worse. remember, pc, this is a "recovery." i'd hate to see glut again. oh, and i don't think intel has another couple billion to send down the hole again... i'd be happy w/ $35. exstatic 2/ $30.

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