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Technology Stocks : Micron Only Forum

MU 243.43

+2.6%

12:32 PM EST

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To: mike iles who wrote (29163)	3/2/1998 12:19:00 AM
From: DavidG	Read Replies (1) of 53903

Mike, Thanks for trying to follow the Rule. I will give you a c+ this time for your attempt at a bullish input...although I know you can do better. Regarding your bear input on costs...Let's try and work together and all talk in the same language. The context of the commentaries were manufacturing costs of chips @$3 each. This means it did not include SG&A and R&D. Semantics will be important in this area. I agree with some of what you said...I always did but we must define our terms better if we are going to make this work. Therefore if you talk in generalities about MU costs than it must be concluded you are also talking about all of MU products not just DRAM and SDRAM. So you really should not mix 16mb chip asps at $4.88 with other MU products such as flat screen, microstamp etc that have much cost and little or no revenue. Nice try...I knew you would try and sneak that one in there.:-) I do think there is a bearish fundamental in there and you may want to state in the form of revenue vs costs still pointing to negative numbers. I'll let you come up with wording. Thanks DavidG

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