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To: Proud_Infidel who wrote (46794)6/25/1999 11:18:00 AM
From: Skeeter Bug  Read Replies (1) | Respond to of 53903
 
brian, i don't see mu being helped. demand for pcs is too elastic right now. higher price = fewer relative units sold.

8 weeks of inventory and counting. $28 mil loss w $7 asp. spot in low $4s... mu's "incentive" program hasn't kicked in yet...

disaster...

btw, mu might make a few dimes in 2k and 2001. so what? cash is flowing out $200 mil gone last q, much more this q...

mu is a value... at $3... maybe a buy at or below $10... at $40? no way, jose! jmho...