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Technology Stocks : Micron Only Forum
MU 226.65-3.2%Dec 4 3:59 PM EST

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To: Bipin Prasad who wrote (99)5/25/1996 10:10:00 AM
From: Jerry Denkera   of 53903
 
Bipin MUEI at least as of last quarter was only 65% a PC
company.24% of revenues come from contract mfgering and
11% of revenues come from component recovery.
I will assume you had not read their 10-Q or did a lot
of research on this company as of yet.
When you do read the info you will find 49M in sales from
a division that sells non-standard ram.While I was aware of
this operation I didn't realize it was part of the MUEI
package.
I am also sure your statement of a two billion dollar quarter
was either a random mistatement or based upon some facts no
one is privy to.Considering of course that sales of PCs last
quarter were 298M that would be some rise.
The relationship with MU and the portion of product they buy
is very important when discussing the success of both companies.

Regards Jerry
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