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Technology Stocks : Micron Only Forum

MU 234.19

-2.2%

3:59 PM EST

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To: Chas who wrote (30191)	3/15/1998 2:55:00 AM
From: Skeeter Bug	Read Replies (1) of 53903

>>Anecdotally, one trader indicated Samsung DRAMs, which typically have commanded a premium due to higher qua1ity, face heavy pressure from lower priced competitors as customers seem to favor price over quality more than in the past.<< funny, why mention samsung when mu is getting all premiums. hmmm, i gues that "kick ass" samsung dram just, well, kicks ass. ;-) i guess pricing is pricing now. so, even if mu was getting a premie in the past they aren't now. this just makes the results relatively worse than they would be. >>Meanwhile, living through the losses can be painful.<< i didn't think anybody cared about losses ;-) funny, dram goes from $4.80 to just over $3.00 for asps in one q and eps go from $0.04 to -$0.24 only (and this includes a -$0.10 to -$0.15 for extra depr & amort)? seems we have some math problems. again ;-) i guess they aren't spending their salaries on calculators. ;-)

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