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Technology Stocks : Micron Only Forum
MU 239.40-0.4%3:59 PM EST
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To: DavidG who wrote (24854)12/7/1997 11:16:00 PM
From: DavidG  Read Replies (4) of 53903
 
Skeeter,

Just an afterthought.

If one underestimates MUs asp by just $.25 this directly impacts MUs bottom line by a nickel...and of course this is true for overestimating MUs cost.

So you see, for just a slight error one creates a major change in earnings estimates.

Now what is also true, if MU is reducing their costs and increasing their volumes they can certainly overcome the decline in DRAM and SDRAM prices.

In addition if they can prevent the SEA from dumping, even to a small degree, their eps can really fly given their low cost and high market share.

DavidG
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