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

To: DJBEINO who wrote (50323)	1/15/2000 10:39:00 AM
From: TREND1	Read Replies (1) \| Respond to of 53903

DJ Does it say any thing important ? Larry Dudash

To: DJBEINO who wrote (50323)	1/15/2000 12:01:00 PM
From: Bob Howarth	Read Replies (1) \| Respond to of 53903

Here is an interesting tid-bit from the filing. The ASP for both Q1 2000 and Q1 1999 was about the same, breaking the huge downtrend which I summarize below, but Q1 2000 resulted in 564 million profit and Q1 1999 in 57 million loss. This indicates some rather impressive efficiency gains. Said ASP Q2 would be less than Q1, but did not quantify. If followed 1999 trend down, would still result in substantial profits due to year over year efficiency gains. If someone saw more about future in the filing, please post. ASP pricing down 37% in 1999, 60% in 1998, 75% in 1997. Wow! Hard to believe many out there want to jump into this business given other great opportunities. Maybe this commodity market has bottomed like so many others have in base metals, energy, and maybe even this year the grains (get a good drought maybe). PC business with all its new ventures into web hosting etc is a bit confusing to me. Maybe MU should spin all of it off or something. Also mentioned that TI and INTC held 44.7 million shares (17% of Micron) as of 12/2. There was some other stuff about convertible debentures as well. Also discussed possible risks about transitioning to higher bandwidth memory products. Hard to tell what is boiler-plate vs what is real. Hopefully some of the expert analysts will weigh in. Mentioned that 39% of sales, and growing are International, and that PC business was about 87% of demand. Here's to a good annual meeting, and hopefully no downgrades.

To: DJBEINO who wrote (50323)	1/16/2000 2:42:00 PM
From: John Graybill	Read Replies (2) \| Respond to of 53903

Very timely, exactly zero business days before the Shareholders' Meeting. Nothing suspicious there. ------------------- Been reading a lot on Intel's "great earnings". Here's a skeptical (what else would I post) view: smartmoney.com A few points to ponder: "Ragsdale notes that the income Intel realizes from its hefty portfolio of investments isn't anything new. Still, he admits it's the first time the gain has added enough to the bottom line that people have really had to think about it." I wonder what they were selling this time, eh? It would have to be a pretty big gain to make a difference to the bottom line. Something that has run up a lot, doubled perhaps? Something they had a lot of? Or maybe it's strategic: an investment to "further a relationship" by developing a super-duper new product didn't work out as intended? Sure would be nice for somebody to ask that at the Shareholders' Meeting. It would also be nice to find out if the bond-holders got paid on January 1, or if they are in technical default, or what. Anybody know?