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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: pater tenebrarum who wrote (100572)5/8/2001 3:22:55 PM
From: Earlie  Read Replies (4) of 436258
 
Heinz:

Help me here..... have you ever heard a single analyst who recommends MU talk about:
- the company's all-up cost to produce a single 64 Mbit chip?
- how that "cost-to-produce" compares with the current selling price?

The fact is that today's spot market price is so far below the actual all-up cost-to-produce as to be breath-taking.

With the company's cash disappearing and the markets for its products moving from bad to worse, and with the trapped Mo-mo fund managers getting antsy, it is just a matter of time. Mark this one down as an Earlie pick for membership in the bankruptcy hall of fame before it is all over.... right up there with Iridium, Winstar, RMBS, etc. (g)

Best, Earlie
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