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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: Thomas G. Busillo who wrote (47439)	8/1/1999 11:55:00 PM
From: Skeeter Bug	Read Replies (3) \| Respond to of 53903

tom, the bulls would say you think too much about that "analysis" stuff. the bottom line is that moore's law is dead for the, what 50th time? except this time it is real. just like the 49 other times where it was real until it wasn't (avging about 1 month to destroy the concept). don't you see it? tom, seriously, they said dram was going to be $9 through 2k. now they are pumped about dram at $6 (kip says $5). next they'll be pumped at $3 and tell the bears what idiots they are. of course, mu will have bagged another loss or two by then. ;-) tom, look at mu's balance sheet and figure out how much actual cash and shortterm assets they have available. don't lump in muei's portion like "pros" do ;-) they can't spend that. then understand they are losing $200-$250 million in cash and short term assets per q. be sure to factor in the upcoming interest payments. oh, and how will they EVER pay back principle? just pretend they never have to pay the principle back. that is how bad it REALLY is. how long can they swim? apple inked a deal with samsung... so much for buying american ;-)