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Technology Stocks : Micron Only Forum

MU 265.92

+7.0%

Dec 19 9:30 AM EST

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To: Bipin Prasad who wrote ()	4/28/2000 4:28:00 PM
From: Jeff Leader	Read Replies (2) of 53903

Spot price of many SDRAMs down today per AICE. It will be interesting to watch prices in May to see if we follow the pattern of MU's last quarter and last year's May quarter. Prices dropped throughout the last 3-4 weeks of those 2 quarters. Will MU be dumping their (supposedly nonexistent) inventory on the spot market? It will take a HUGE quarter in terms of bit growth to get MU anywhere near last quarter's earnings, much less the analysts' current estimates.

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