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Technology Stocks : Micron Only Forum

MU 228.50

-5.6%

Nov 18 3:59 PM EST

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To: Carl Held who wrote (41773)	12/29/1998 12:57:00 PM
From: SlowThinker	Read Replies (3) of 53903

>Remember the numbers.... >Prices for SDRAM are dropping. Yes, Carl, and maybe I'm missing part of the "Price minus Cost equals Profit" model, but it seems to me that if costs drop more quickly, then Micron still makes more money.... More capital investment than any other company plus aggressive die shrinks plus new and smaller process technologies (based on the strong capital investment) should equal lower cost, shouldn't it? SlowThinkingly yours, P.S. Carl, you wouldn't happen to be holding any short-term Micron puts, would you? I've just noticed this general pattern where you do tend to _always_ take the most negative possible outlook on _any_ piece of news or analysis about Micron.

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