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Technology Stocks : Micron Only Forum
MU 246.95+4.1%Dec 8 3:59 PM EST

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To: Skeeter Bug who wrote (28115)2/10/1998 6:33:00 PM
From: Ed Beers  Read Replies (1) of 53903
 
Skeeter, I and others here have done a much better job of predicting
earnings than the analyst community. Armed with these predictions I
have managed a substantial negative return. MU stock prices do not,
to me, reflect their short and long term prospects in any rational
way.

Given the following scenario at the next conference call, where do
you expect the stock price to go?

1) MU reports that 16 MBit ASP was around $3.50.
2) MU reports a loss of between $0.25 and $0.50 for the quarter
3) MU indicates that the next quarter is uncertain but that they
are optimistic due to the SEA problems.
4) MU indicates that demand is strong and that they hope the SEA
problems will allow demand to catch up to supply later in the year.
5) MU indicates that the US Congress was receptive when told they
should force the Korean government to let Samsung, LG Semicon, and
Hundai go bankrupt.
5) MU indicates that the test and assembly bottle neck has been
fixed.

Ed
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