Pat, your questions;
"on and .18 die how many chips get turned out at that number"
I did not say because I think it was 550 at .25 but not sure on .18um.
but the $5 or so cost is dramatic since 64M right now are $12-15, by then it would still be around $10~ thus a good profit. I think thats why you see long term buys out there by anaylsts. So I am watching this as it could turn Mu around. Help me watch for signs.
"..will this cause higher inventory"
Dont worry about inventory, if MU can build for $5 ea they will sell all they can make at a good profit. There is plenty of demand when you have a good price.
" and if they can get $5 a chip didn't the ASP
in dec. report come in at 4.80 a chip which brought in a profit
of .04 per share..(atleast that is in the black)"
NO, the $5 I mentioned is estimated die cost, not asp, see answer 1.
So, the profit will be much higher, hopefully MU wont take on too much debt between now and when this happens, if it happens.
All bets are off if the selling price ends up at $5. highly doubt it in 98 so I would say its safe to bet long term MU could come back strong here, question is when.
Good trading.
another ? to all is; prudential has MUEI on priority takeover list.. is it
worth anything...
i think 1/4 ends next tues. and the big boys start dumping on Mon.
just a thought, who wants to hold a potential 200m loss
2 1/4s in a row |
