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To: Naggrachi who wrote (48016)9/6/1999 11:58:00 PM
From: Skeeter Bug  Respond to of 53903
 
>>Skeets, on the other hand, has been bearish since MU was around $50+, today at $80 (30 points later,) he's singing the same tune.<<

naggs, you are new. i've been bearish since $20. since that time, mu has lost about $1,000,000,000 in free cash and taken on $1,500,000,000 in debt. they reported a profit one time for 12 measly cents.

i suspect, that even with all this great spot pricing news, mu still posts a loss this q making it 7 reported losses out of 8 qs or 8 reported losses out of 9 qs - i forget which.

i will be impressed when microns asp is $8. my bet is this q is around $6.25 or lower. if you sell 90% of your stuff at $6.00 (current contract asps) and 10% of your stuff at $10 (current spot), what is your asp? you can do the math, right?

there is no way to know the mix, however, mu's eps report will shed a lot of light on the issue. i suspect the number stink the house out - even with all this great spot news - and the guidance is absolutely grand.

it will be interesting to watch.

especially how a supply increase and a demand decrease lead to higher prices ;-)



To: Naggrachi who wrote (48016)9/7/1999 3:44:00 PM
From: Fabeyes  Read Replies (2) | Respond to of 53903
 
... today at $80

And they have made how much money in the past 6 quarters? Stock does not make a profit -- sometimes it is over priced.



To: Naggrachi who wrote (48016)9/7/1999 9:59:00 PM
From: MR. PANAMA (I am a PLAYER)  Respond to of 53903
 
NAG saw ya SOS on mail order brides....use ya search engines when in doubt brudder...search fer da followin and ya will surely get some good results

1. webpersonals
2. xcite personals
3. yhoo personals
4. russian women
5. russian brides

MR. PANAMA has been amused like a child (imagin dat GRIM ever being a wittle boy) at da power in da search engines.

No doubt you now have enough to keep ya occupied fer da next twee days. But do not stay away frum ya fwends at MU SI thread....come here and come often..post during ya Search engine breaks. MU SI Needs more Men like ya.God bless ya SON.

Sincerely ---------->>> MR. PANAMA(YOU all know da rest)