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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 (24855)12/8/1997 9:23:00 AM
From: mike iles  Read Replies (2) of 53903
 
Dave, I'm only going to try this once and then I give up. MU is not reducing their costs in absolute dollars. Do the work, break out the numbers, hey costs are going up. Of course they're going down on a per unit basis but actual total dollar number is going up ... and will be about $380M when they report next week. Now I know your next post is going to say hey volumes going up, ASPs are $4.00 (I mean you make Kippy look pessimistic) and costs are going down to $340M ... yeah they got more equipment, more people, more production and costs are going down. Perhaps you could provide some historical data on costs so we can plot when costs will hit zero!!!! That way they can handle the new rebate price.

'MU ..... it's a hard rain that's a gonna fall'

regards, Mike
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