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Technology Stocks : Micron Only Forum
MU 226.48-2.6%1:27 PM EST

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To: yard_man who wrote (35258)6/18/1998 4:32:00 PM
From: Skeeter Bug  Read Replies (1) of 53903
 
tippet, the details aren't being announced b/c mu knows they eyes of the world are on them and they want a headline. i'd bet the withheld details aren't that favorable. i'd also bet they accidently just fail to mention them outside of their 10q ;-)

this is a joke. txn is not a sugar daddy. they are trying to get rid of their liability, not triple it. short mu against the box. lock in profits. let mu go to $0. so what. cash in shorts for $600 million.

btw, this is how the "pros" (oh how i hate to use that word ;-) value dram ops. i wonder how much of a capacity increase it is. if it is 50% then you can value mu's ops at $1.2 billion - not the $4.5 billion the wall sweet dunderheads pay for it today. hey, that is about $6 ;-)
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