Micron Only Forum Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Micron Only Forum

MU 241.08

-6.7%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Skeeter Bug who wrote (6010)	12/13/1996 10:05:00 AM
From: Retired Early	of 53903

Jeff - More bits, lower price for those bits, same revenue. You need some cost numbers to make some assumption on margins. DRAM costs ALWAYS come down. Question is: did MU drop costs as fast as prices came down? Even after prices tanked as much as they did, MU was close in 4Q 96 (with some accounting help on the bottom line). What's to say they didn't do a bit better on controlling costs this Q - we'll find out what "surprise" MU execs were alluding to on Monday. The name of the game in commodities is keeping costs lower than prices. MU has survived in the DRAM game for a long time - others have come and gone (even mighty INTEL bowed out back in the 80's - couldn't figure out out to win the game). MU survived the Japanese entering the market, then the Koreans, and will weather thru the Tiawanese.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next