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Technology Stocks : Micron Only Forum

MU 230.24

+2.5%

Nov 26 3:59 PM EST

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To: Bipin Prasad who wrote (92)	5/24/1996 12:33:00 PM
From: Jerry Denkera	of 53903

Bipin I love your short stories. First before anything lets clear up one point and that is it would take many weeks to dry up the excess out there and more capacity is coming on line. Using MUEI as a tool makes perfectly good sense but what real effect would they have on the overall market?What percentage of PC sales comes from MUEI?My impression is they have a miniscule portion of the market.Why would HP,COMPAQ,Packard Bell or any of the other players chase MUEI? The constant postering of MU investor relations claiming no excess does not seem to jive with market conditions.Perhaps their yields have decreased due to conversion problems. I remember hearing figures of cost for 16Megs at 12-13 and 4Megs at 2.75-3.25.This may be industry numbers but if they are accurate then noone making 4Megs and 16Megs will show any profit next quarter and will probably sustain huge losses. Currently 16Megs are at 11.50 and falling.4Megs are at 2.85-3.25 and falling. Jerry

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