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Strategies & Market Trends : Roger's 1998 Short Picks
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To: Mike Farrar who wrote (5051)3/17/1998 8:54:00 AM
From: Eric Klein  Read Replies (1) of 18691
 
MU - Thanks for the heads up on their earnings. Since they missed by 6 cents, losing $.23 rather than the estimates of a $.17 loss, they should decline.

Other factors that could hurt them:
1. They are moving slow in moving to the next higher density DRAM.
2. All box makers will have problems with the price cuts announced by CPQ.
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