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Technology Stocks : Semi Equipment Analysis
SOXX 344.71-1.1%Jan 23 4:00 PM EST
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To: etchmeister who wrote (22533)3/30/2005 7:24:12 AM
From: sixty2nds  Read Replies (3) of 95761
 
07:11 MU Micron: Color on quarter (10.12 )

The analyst community is still expressing their concerns regarding declining DRAM pricing... Bear Stearns says that although they are raising Aug-Q and FY06 ests, they expect a significant decline in profitability in the May-Q, and their view on the pricing outlook has not changed. Also, firm's ests remain below consensus, which they expect will move lower. Although the stock is trading close to its trough on a price-to- book basis, they are not recommending the stock, as they expect the pricing environment to remain lackluster in the near-term and do not see a catalyst for the stock... Merrill Lynch believes MU will see declining profits in the intermediate-term. The recent decline in pricing most likely will not be able to offset by normal cost reduction efforts, and they expect only break-even bottom line performance for the next two quarters. Maintains Neutral.
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