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Technology Stocks : Micron Only Forum

MU 394.60

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To: Skeeter Bug who wrote (40649)	11/4/1998 12:16:00 AM
From: Carl R.	Read Replies (1) of 53903

Skeeter, I believe that they will lose less than $.25 per share this quarter, and that there is a very real reasonable possibility of a profit this quarter, depending on their yields at .21 micron. You heard it here first. <g> Without the TI deal I believe that they would clearly be profitable this quarter, so my only question is how much the TI fabs will really lose, how many write-offs they'll take related to the TI deal, and how much additional expense they will have to add from creating a new global administration. Carl

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