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Technology Stocks : Micron Only Forum

MU 228.31

-2.5%

12:42 PM EST

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To: TREND1 who wrote (30437)	3/17/1998 2:00:00 AM
From: Tim McCormick	Read Replies (3) of 53903

Tim's Conf. Call notes MUEI 450 employees are now at MU. Inventory write down included a loss on certain "other PC components". New VP of materials will require suppliers to provide just-in-time service. MU The reason the 156 mill. pretax extraordinary gain came to only .18 per sh. is it was taxed at both MUEI and MU. ASPs were 16meg edo $3.50, 3.10 for sync. (I guess sync. was held up by test early in the quarter) Sync. is almost 75% of 16 meg production. At 30-35% .25 micron process now. Lowered expectations for radio frequency product. 64 meg output bit crossover in Jun/July timeframe. 64 meg output unit crossover in Q1 99. 64 meg production is almost all sync. and ASPs are $13 to $17. End of quarter 16 meg pricing $2.65 to 2.90. Inventory valued at weighted avg. cost. I hope this clears up some inaccuracies heard on this thread. Tim

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