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To: TREND1 who wrote (27532)2/1/1998 10:55:00 PM
From: Skeeter Bug  Read Replies (2) | Respond to of 53903
 
larry, if mu's asp is $3.05 - down from $4.80 - then this little party that drove mu to $34-35 will end shortly, imho.

i believe very strongly that mu will shortly backstab all loyal shareholders again and tell analysts and/or big investors that this q they literally hemorraged (sp?) cash without letting all investors know.

imagine, hacking $1.75 of revenue per chip sold with only 5-10% chip growth. add in the $30 mil, +- a little, in extra deprec and amortization, and you see that -$.15 is a joke and absurdly high.

for mu the dram company that is. muei might actually contribute some eps this q. maybe as much as $0.20. if they make that much then it might offset the $0.30-0.50 that mu will bleed this q a little.

however, with all this talk of dram rising and mega losses for mu at the same time, the hucksters may get a little nervous with their long positions and wonder if anybody will believe their estimates a year or two out when they are consistently 100%+++++ off from q to q.

it is about time to buy puts on this bow wow again.