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Technology Stocks : Cascade Communications (CSCC)
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To: Bull-like who wrote (2254)2/20/1997 10:40:00 AM
From: Andreas Helke   of 3743
 
MU was a special case. Anyone who knows the electronics market knew that it was simply absurd that DRAM cost the same 1995 as it cost 1992. With digital electronics I expect substantial price reduction every year. This did not happen for several years for DRAM chips. Therefore MU earnings and earnings forcasts were based on huge windfall profits from way overpriced DRAM. We than had several years worth of price reductions in just a few months while RAM prices dropped 90%. I am very surprised that MU kept profitable.
With networking stocks we have higher growth rates then in the DRAM business. We may get more or less of margin erosion due to increased competition but we don't have to catch up to several years of left out price reductions.

Andreas
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