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Technology Stocks : Micron Only Forum

MU 253.17

+6.4%

Nov 10 3:59 PM EST

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To: Skeeter Bug who wrote (50571)	2/27/2000 1:26:00 PM
From: Steve Robinett	Read Replies (2) of 53903

--Skeeter So far, I think your glut, glut, glut theory is MU's current story. Most of the price erosion took play toward the end of the quarter so the approximately $.80/shr people are looking for is still possible. But next quarter, starting with Dram prices already in the tank, could look ugly and poke a big hole in all those $4 annual earnings estimates. Longer term, world dram production capacity shortages and the higher margins on Rambus, which seems to be coming back from the dead, may help, as I'm sure you know. Best --Steve

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