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Technology Stocks : Micron Only Forum

MU 241.14

-6.7%

Dec 12 9:30 AM EST

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To: Trey McAtee who wrote (16540)	7/14/1997 3:20:00 AM
From: Kerry Phineas	of 53903

Trey, what the hell are you doing up at this hour? Ha ha. In terms of matching estimates, it would definitely be logical to assume that MU is going to run into trouble between now and September. Of course the inventory they have on the books at a much higher price than what its worth, their worthless $600M investment in Utah, etc. should be ignored as elements that could possibly introduce risk into a stock investment.Also, I'm a strong believer in reversion to the mean; ergo, it is my opinion that the many years when DRAM went down in price 28%/year will now be followed by a period when they begin to go up 28%/year.

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