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To: ratan lal who wrote (24530)11/26/1997 10:46:00 AM
From: DavidG  Read Replies (3) | Respond to of 53903
 
Ratan,

>> May not make any money at all <<

That is yesterdays news. What I heard is that he still is making money but WILL NOT if dumping continues.

DavidG



To: ratan lal who wrote (24530)11/26/1997 10:52:00 AM
From: IceShark  Read Replies (2) | Respond to of 53903
 
ratan, The interview was a pretty poor performance, wasn't it. Notice how he caught himself from almost answering the question straight when he got "excited"?

Seems confirmed that MU is losing money at current prices and must be in a fair amount of trouble to do an interview like that. Remember DRAM is free at CPU until they close tonight!

Regards, DWW



To: ratan lal who wrote (24530)12/1/1997 1:54:00 AM
From: Skeeter Bug  Read Replies (2) | Respond to of 53903
 
ratan, actually, nothing of real valuee can be gleaned from simpletons expose. he is an experts at using a lot of words to say nothing. you can bet your bottom dollar the good ole boys know the details, imho. not the public, though.

seriously, his words could be interpreted 10 different ways. that why he said it the way he did. for example, nothing he said meant specifically that they weren't currently losing money RIGHT NOW. perhaps profitability referred to quarterly reporting profitability. they very well could be losing money now and still post a profit. if this continues then next q they'll post a loss.

it could mean they are profitable now. who knows? i don't. i do know that even if they make money it will be crumbs that can't support the current stock price and that the future looks worse than today.

$0.24 is impossible from operations. that is the current yahoo research estimate - i don't know if it includes the recent down revisions to $0.04, though. we went from the high $0.30s to $0.11 to $0.04 in a couple weeks.

they must have read my analysis ;-)