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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: Sridhar Srinivasan who wrote (22621)	10/22/1997 11:24:00 AM
From: ratan lal	Read Replies (4) of 53903

Sridhar <<PS: I am curious whether you truly believe that skeeter provides more info>> Info on memory ASP and other mfrs (Taiwan, Korea etc.) is quite useful in determining the future of MU. Correct me if I am wrong but isnt it true that 1. Supply outwieighs demand 2. Asians will (if allowed) dump products to keep factories running an people employed. 3. Asians have lower cost 4. Other cos. already have 64Meg in qty production 5. Memory prices are falling every week I didnt like MU's last 10-K where they show $500 mil in Inventory and $500 mil in a/r. Bad management if not manipulation. <<<(die shrinks - smaller geometries, larger wafer sizes, lowering costs, market share,>>> These items are true for other cos. also. Appreciate your continuing comments. Ratan

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