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Technology Stocks : Micron Only Forum

MU 373.96

-2.4%

3:48 PM EST

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To: Skeeter Bug who wrote (47400)	7/29/1999 6:38:00 PM
From: Zeev Hed	Read Replies (1) of 53903

Skeeter, has Lazlo abolished Moore's law all by its own self "..and if they hit $7 then MU will earn $5/share in 2001". Not exactly understood by this simple minded farmer. Even if we assume BE at $5.5 (for 64 Mbits), $7 is only $1.5 higher, and according to our learned analyst, MU will make a dollar per share more for each increase of a dollar in ASP. That, according to my abacus is only $1.5/share. Of course, a greater question is how do the prices go up river from the current "roughly $6" to $7 in 2001 without some minor changes in Moore's law. Or, maybe, all these are irrelevant and only "the scenario" counts? Zeev

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