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Technology Stocks : Micron Only Forum

MU 242.00

-2.0%

3:59 PM EST

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To: Zeev Hed who wrote (46398)	6/17/1999 1:15:00 PM
From: Skeeter Bug	Read Replies (1) of 53903

zeev, i don't believe it. i am glad expectations are high (easier to disappoint!). we do know mu withheld inventory. did they refuse to sell much at $5 so they could bolster this q and sell a lot later on at $3? this might bode to upside for this q. or, rather, less negative ;-) or, do they have testing issues and they just couldn't get the product ready to ship until recently. if this is the case then their sales were distributed more equally between the low prices and the rock bottom prices - very bad news. they could lose over a quarter and they could as little as a nickel. with asps down sharply, though, i don't see them making anywhere near what they made last q. oh, and next q will be worse. MUCH worse.

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