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Technology Stocks : Micron Only Forum

MU 285.43

-2.5%

Dec 31 3:59 PM EST

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To: Bipin Prasad who wrote (38738)	9/21/1998 9:57:00 AM
From: Skeeter Bug	Read Replies (1) of 53903

insook, it is intuitively OBVIOUS that 57% of toshiba's, nec's samsung's etc rev do not come from semis. in fact, one could argue quite successfully that muei is a complete wash as it contributes so little to mu in earnings as to be nothing. if that doesn't change soon (why should it as the industry tightens?) then close to 100% of mu's earnings potential are semis. are you saying i didn't do my homework or are you saying i'm lying. enough clintoning me? i'm not that easy... ;-)

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