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

To: cordob who wrote (52748)7/5/2001 10:36:48 AM
From: Skeeter Bug  Respond to of 53903
 
cordob, keep in mind mu MUST ante up $1 billion plus in equipment in order to stay in the game. this q will be worse than last q.

btw, the cash pot doesn't care if money gets burned subsidizing customers' dram habit or if it goes to uncle sam. the bottom line is that it diminishes cash available, ie, burns cash like bob marley burns hemp.

wrt depreciation, let's start depreciating the billions they spent on lehi... they only spent it 6 years ago!



To: cordob who wrote (52748)7/5/2001 10:47:27 AM
From: ild  Read Replies (1) | Respond to of 53903
 
cordob, what's your projection for MU's earnings for next few quarters? I guess you count on DRAM pricing getting better, right? MU story may well be similar to WDC.
MU is a fine company in the very tough business. Stock price doesn't reflect the latter one. Do you like other semi cos?
Good luck, ild
EDIT: Looked at your web site. Nice job. I will be using it.


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