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Technology Stocks : Micron Only Forum

MU 394.69

+3.1%

Feb 6 9:30 AM EST

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To: ratan lal who wrote (22559)	10/22/1997 10:48:00 AM
From: Sridhar Srinivasan	Read Replies (2) of 53903

Ratan: My statements have relevance to long-standing discussions between self and several of the bears on this thread including the bug-man (you were not a participant at that time). I have been bullish on MU from their lows in July 96. I am just commenting on the fact that MU's stock price is a combination of several factors that look to the future (and not earnings last quarter or spot prices for an outdated part from achilles last week). I have detailed some of these factors (die shrinks - smaller geometries, larger wafer sizes, lowering costs, market share, product mix, improving outlook for memory in other sectors- communication markets for one, and other revenue-generating products in 1998) as the bases for the price of MU stock. I would recommend your perusal of the archives before asking for info that might prove to be redundant for the regulars here. Sridhar PS: I am curious whether you truly believe that skeeter provides more info and analysis for his conjectures than most investors (And I am sure this statement has strong statistical underpinnings - G - )

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