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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: Jerry Denkera who wrote (95)	5/24/1996 3:04:00 PM
From: Bipin Prasad	of 53903

Jerry, PCs are extremely competitive business with very narrow margins where perception of leading edge is very important. MEUI came from nowhere and is now is easily shooting for a $2 billion in revenue for next quarter. Their secret for success is the leading edge IMAGE. They can further enhance this image at little or no additional cost. You keep bringing up spot market pricing. Haven't I corrected you enough times : Micron's revenues are truly reflected by contract prices (currently $6-7 range). Yields for Micron are not down. They are UP. Their current quarter Mbit volume is on track for 25% INCREASE. However, the contract price has declined by 50% since January. Micron investor relations has specifically informed me that they have no inventory. You have an "opinion" that they do. Only one of the two can be right. I can sue Micron for misinformation, if they gave me false info. You on the other hand are just blowing hot air.

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