SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?


To: yousef hashmi who wrote (49124)10/8/1999 4:36:00 PM
From: S. M. SAIFEE  Read Replies (1) | Respond to of 53903
 
Interesting article. But is current price of MU is reflecting spot DRAM prices or Long term contract prices of DFRAM? Even forward PE based of long term contract prices seems very rich. Forward PE of 8 to 10 is more reasonable.



To: yousef hashmi who wrote (49124)10/9/1999 1:59:00 AM
From: Skeeter Bug  Read Replies (1) | Respond to of 53903
 
oh, i see. spot prices aren't important only when they are falling. doh! ;-)