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Technology Stocks : Micron Only Forum

MU 226.65

-3.2%

Dec 4 3:59 PM EST

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To: Matt Webster who wrote (2371)	9/15/1996 1:31:00 PM
From: Knighty Tin	of 53903

Matt, It is just so obvious to me that b to b was a disaster that I find it hard to understand analysts like Dan Niles who don't see it. Sales were down 3 percent while orders were up 1 percent. The last two times preliminary order numbers were reported up 1 percent or so, the SIA revised them down when the actual numbers came in. I guess I'm the only one who has noticed this little trick the SIA pulls to try to goose the industry. If it is more than 1 percent, then I'll pay attention. After all, if orders go up 20-30 percent, we could get back to breakeven. The key to MU is operating eps after taking out all the blue smoke and mirrors they will throw into this report. I expect about a 25 cent loss in operating eps. But I expect the report to actually say a profit of 5 cents as they pull a lot of rabbits from their dandruff-drenched hats to trick the gullible.-g- TXN has a lot of memory exposure, but they are a large, diversified, wealthy co., very different from a leveraged heart attack like Micron. TXN is also getting whacked in their notebooks with Hitachi and Fujitsu cutting prices to the bone. But the company is just too big and smart for my taste in put candidates. MB

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