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Technology Stocks : Micron Only Forum

MU 240.46

+1.7%

3:59 PM EST

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To: DavidG who wrote (24908)	12/9/1997 8:12:00 AM
From: mike iles	Read Replies (2) of 53903

Sorry DavidG, I am getting morbid ... hummm, let me check ... yes I do have a put position ... that explains it. BTW, you are getting there. Costs are going up because they're making more chips. We agree on that. Unfortunately, you then go on to say that making more chips means higher sales. I bet you Steve A. is saying, jeez I wish it was that easy. It sure was back in their salad days a couple of years ago when pricing for 4 Mbit held flat. But ASPs have gone from $6.50 in Q4 to $4.50 this past Q (OK, only my estimate) to $2.50 in the current Q ... the world has changed. regards, Mike

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