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Technology Stocks : Micron Only Forum

MU 224.54

+0.3%

Nov 25 3:59 PM EST

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To: Dave Gahm who wrote (40131)	10/19/1998 9:16:00 AM
From: DavidG	Read Replies (1) of 53903

Dave Gahm, I have a hard time seeing how the dilutive impact to MU going forward is not going to be a lot worse than the .25/.30 per quarter they already fessed up to. You have to stop standing on your head while looking at this MU data related to TXN and INTC. This is why you can't understand MU going up when you expect it to go down.<g> The problem with the "forever bear's" fundamental analysis is that don't don't realize that MU is making a valiant effort to get ahead of the curve. If MU can otain a production cost of $3 to 4 a 64mb PC100 chip and prices stay stable or even drop only 20% per year then try calculating their profits on a minimum of 100,000,000 chips per quarter...and this is just on the non-txn fabs. You may find your bearish analysis looks real weak. THEN....When TXN fabs are upgraded you have a real money machine. This is what the commodity business is all about. Good Luck Trading. DavidG

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