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Technology Stocks : Micron Only Forum
MU 246.84+4.2%Nov 14 3:59 PM EST
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To: DavidG who wrote (26558)1/15/1998 11:42:00 AM
From: Mike M2  Read Replies (2) of 53903
 
David, I won't waste a lot of time debating details about costs but consider the fact that Micron only made $10 million dollars with asp of $4.50. This tells me that Micron's costs are closer to Earlie's estimates than yours. You may believe that Micron has been able to dramaticly further lower costs but I doubt this due to the fact that 16 m bit chips have been in production so long. We shall see with micron's next earnings report which I expect to be a disaster. Mike
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