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To: FJB who wrote (48516)9/21/1999 5:45:00 PM
From: Michael Bakunin  Respond to of 53903
 
Thanks for the link; it's nice to get independent confirmation. -mb



To: FJB who wrote (48516)9/21/1999 6:20:00 PM
From: JungleCat  Read Replies (1) | Respond to of 53903
 
Thanks for the post, Robert!!



To: FJB who wrote (48516)9/22/1999 12:36:00 AM
From: Skeeter Bug  Respond to of 53903
 
bob, thanks. this bodes well for mu short term. hey, they might even earn $0.40 or so this q if it holds through the new year. that supports a $32 stock price for a q ;-)

still, something smells rotten. end demand is weak. unit sales are up 10-15% yoy while dram production is up at least 50%+ yoy.

there is more dram per box, but this is absurd.

it won't last, but it will boost mu's fair value for a short time, maybe half of the current price.


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