Micron Only Forum Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Micron Only Forum

MU 258.46

-2.0%

Dec 11 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: phbolton who wrote (46492)	6/21/1999 2:57:00 PM
From: Skeeter Bug	Read Replies (1) of 53903

>>MU's "net liquid assets" are probably about $400-500 mil, as estimated using Zacks or a similar approach, at this time and that includes their share in MUEI.<< $500 mil - $350 mil (muei) + $500 mil rdram = $650 mil, correct? if so, that won't last 4 years. maybe 1.5 years. 2 years if the $350 mil of muei money wasn't included in your $500 mil number. w/ capexes near ALL TIME HIGHS, this down turn could easily last another 1.5 to 2 years. things will get hairy when the interest is defaulted on and people realize that the principle probably won't get paid in full - if at all.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next