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Technology Stocks : Micron Only Forum
MU 223.89+8.0%3:59 PM EST

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To: DJBEINO who wrote (35901)7/1/1998 7:52:00 AM
From: pat pasquale  Read Replies (1) of 53903
 
DJ; what problem, no one ever said
there was a problem in this business, did they...
i thought they said pricing and supply would
correct by '98, then summer of '98, then 2nd
half of '98, now were looking at what maybe '99, 2K
even if you get a 50% ( which is NOT going to happen) raise in DRAM pricing what ASP does that
give you 2, 2.25 which is still lower than last q which gave
MU a OPS lose of what .83? a share..
DJ says;
>all the above will fix the DRAM problems...time will tell<<<
this statement of yours, is that from the TEA leaves
or a crystal ball...

pp

are you admitting to a problem...
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