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Technology Stocks : Micron Only Forum

MU 253.17

+6.4%

3:59 PM EST

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To: ild who wrote (53503)	1/24/2002 6:18:41 AM
From: Ohkami	of 53903

ild, I'd say MU's fully allocated cost is slightly above $4 at the moment: - IFX's fully allocated cost is now $5.5 (from very recent conference call) - IFX's cost position was worse than MU's over the TTM: net income was -200% of revenues vs MU's -150% (from published statements) - so, MU's fully allocated cost should be about 3/4 of IFX's at the moment, i.e. around $4.1

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