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Technology Stocks : Micron Only Forum

MU 225.89

-1.1%

Nov 19 3:59 PM EST

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To: MR. PANAMA (I am a PLAYER) who wrote (26221)	1/4/1998 10:43:00 PM
From: MR. PANAMA (I am a PLAYER)	Read Replies (1) of 53903

Maybe I missed something the last few weeks due to the celebrations....BUT...were there a lot fewer earnings disappointments pre announcements this time....IS it possible that the following could be at work... 1. Transportation costs and production costs have come down due TO OIL.. 2. Re Financings at these lower rate levels have decreased interest costs.... 3. Manufacturing costs fer SEA products have come down....wages etc are in local currencies... 4. Costs of goods from SEA goods have dropped due to currency flops... GRIM HAS SPOKEN about all of these recently....NO ONE NEED LISTEN....MKTS MAKE IT HAPPEN.... BTW...MR TEMPLETON...hats off to you SIR....

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