Micron Only Forum Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Micron Only Forum

MU 239.57

+1.3%

12:42 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Skeeter Bug who wrote (24588)	11/30/1997 8:40:00 PM
From: DavidG	Read Replies (2) of 53903

Skeeter, << mu will be fortunate to be breakeven this q and they don't stand much of a chance to see black next q. >> MU has breakeven on MUEI and reports are coming out that MU chip cost is $2.50 and your estimate of $4.50 asp leaves a net gain of $2.00 per chip.:-) 30 mil X 3months is 90 million built chips for Quarter times $2.00 per chip is $180 million. Wouldn't that be a surprise...not saying it will happen but makes you wonder. Good Luck Trading DavidG PS: Imagine if $2.50 is correct and $4.50 is on low side because there is a 50-50 DRAM to SDRAM production where SDRAM has higher margin and asp...oops could be trouble for the shorts.<G>

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next