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Technology Stocks : Micron Only Forum

MU 344.85

0.0%

10:15 AM EST

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To: Knighty Tin who wrote (38513)	9/16/1998 12:32:00 PM
From: phbolton	Read Replies (1) of 53903

MB: I think you are too optimistic about MU's future :) Prices have been stable this quarter.... after a 30% drop at the cusp between this and the previous quarter.... and MU is probably getting under $0.14 per Mbit ($72 per 64 Mbyte) for their product mix which is below the $0.17 they ended last quarter at (according to KipB) and way below the $0.28, or so, they started that quarter at. So average ASP was probably down 20-25+% quarter to quarter. Total DRAM market in dollars is continuing to contract, down 50+% year to year, and accelerating. Fearless prediction: chip revenues will be down 10-20% quarter to quarter into the $240-260 mil range. With fixed costs at $120+ mil the end may be in sight.

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