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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: Retired Early who wrote (5979)	12/13/1996 10:04:00 AM
From: edward miller	of 53903

RE, So you think MU is profitable now? What is your basis for this assumption? I would like others to post their estimates for costs and the reasons why. I posted some figures a while back showing how costs drop as yield improves. These figures also implied that MU could be profitable, but their annual report indicated such low gross margins on DRAM that I don't believe they can be profitable today. BTW, I've been very disappointed in the lack of comment about that post. Learning from each other is the way to be successful, so no input means no new learning. If we all put together logical inputs we should be able to better infer what the true picture is. What are the hard numbers you have that give you optimism? I already know that MU is good at squeezing costs better than others, so please don't waste bandwidth on that. Just give me the facts, please. Ed Miller

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