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Technology Stocks : Micron Only Forum
MU 252.40+2.2%Dec 9 3:59 PM EST
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To: Sun Tzu who wrote (39293)9/29/1998 10:59:00 AM
From: Knighty Tin  Read Replies (2) of 53903
 
Sunny, Are you factoring in the losses from the TXN operations, and the capital expenditures needed to reduce those losses to MU average?

Agreed, bankruptcy may not happen tomorrow. But there will be no turn in DRAM as long as everyone, including MU, keeps adding capacity. And a company that runs losses and doesn't throw off any free cash flow in up markets hardly deserves to be priced 30 points above fair value.

Seeing returns to the peak, and pricing them plus some into the stock, when the parachute has simply hit an air pocket can also be disastrous.

MB

MB
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