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

To: Sridhar Srinivasan who wrote (22621)	10/22/1997 11:24:00 AM
From: ratan lal	Read Replies (4) \| Respond to of 53903

Sridhar <<PS: I am curious whether you truly believe that skeeter provides more info>> Info on memory ASP and other mfrs (Taiwan, Korea etc.) is quite useful in determining the future of MU. Correct me if I am wrong but isnt it true that 1. Supply outwieighs demand 2. Asians will (if allowed) dump products to keep factories running an people employed. 3. Asians have lower cost 4. Other cos. already have 64Meg in qty production 5. Memory prices are falling every week I didnt like MU's last 10-K where they show $500 mil in Inventory and $500 mil in a/r. Bad management if not manipulation. <<<(die shrinks - smaller geometries, larger wafer sizes, lowering costs, market share,>>> These items are true for other cos. also. Appreciate your continuing comments. Ratan

To: Sridhar Srinivasan who wrote (22621)	10/22/1997 11:30:00 AM
From: TREND1	Read Replies (1) \| Respond to of 53903

ss you wrote: <<I am just commenting on the fact that MU's stock price is a combination of several factors that look to the future (and not earnings last quarter or spot prices for an outdated part from achilles last week).>> SS I agree with you 100% ! Stocks do not look at the past! Stocks look at the future ! ................................................................ I am a bear based on Mu's making a "monthly lower low" on Sep 11, 1997 ................................................................ Larry Dudash