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Technology Stocks : Micron Only Forum

MU 232.86

-2.0%

1:43 PM EST

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To: Don Additon who wrote (6045)	12/13/1996 11:02:00 AM
From: joe smith	of 53903

Don, I'm not sure about the ASPs, but my take is that MU sold a lot during the blip in prices in Sept./Oct. time frame. So they will do better than expected this quarter. I would think that next quarter will be a disaster for them with the rapid decline in ASPs. This may or may not come out in the conference call. But don't be too surpised if there is a big drop in share price after the earnings, even if they beat their numbers significantly. Does anyone have the impression that Mr. Grim is the same person as Kipp or someone else at MU?

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