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Technology Stocks : Micron Only Forum

MU 237.94

-0.2%

Nov 7 9:30 AM EST

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To: Carl R. who wrote (42320)	1/16/1999 7:01:00 PM
From: Skeeter Bug	Read Replies (1) of 53903

>>Tom, the fact that Kurlak and Niles both used a 10% bit growth is not surprising. From the conference call, that was the impression I was left with as well.<< imho, this wasn't an accident. >>As for future quarters, MU did specifically say that there would be 20% sequential increases in bit output.<< from a much lower base, thank you very much. this means fewer chips sold and lower profits. much lower. i eagerly await the downward eps revisions that, imho, will never come as dan has an AGENDA, imho. this bit of information doesn't fit into his agenda. at least, imho. but, WE WILL SEE...

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