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To: HPilot who wrote (27945)	2/7/1998 12:36:00 PM
From: yousef hashmi	Read Replies (2) \| Respond to of 53903

HUGH where can i read this info about sram prices up, Iam long issi and mu

To: HPilot who wrote (27945)	2/7/1998 1:44:00 PM
From: johnlea	Read Replies (5) \| Respond to of 53903

a new member to forum. it sure seems that the analysts have a wide range of expectations for this company. a couple of comments on which i would like some feedback. 1. how far can goldman sachs push the price? wasn't it their analyst that gave a '98 price range to $40 (i think this price was based on a fy99 eps of $2.00). so far it's been to $38. do you think the up-coming conference can put mu past $40. 2. i notice the frequent posts about dram daily inventory and pricing levels. no numbers are given, just comments such as "relatively stable", "up slightly", etc. is there anywhere to get the underlying figures to these comments or charts showing inventory and pricing movements? more concrete data would be a benefit to all. 3. based on info from first call and microsoft investor, the analyst expect mu to lose money this year, make around $1.17 next fiscal year (8/99), and grow between 15-17% over the next 5 years. given a price of $36, can someone tell me why any analyst can be "extremely bullish" and put a "strong buy" recommendation on a stock that has a fy99 p/e double its future growth rate? 4. lastly, it obviously gets down to dram prices. kurlac, niles, see prices remaining low or even declining further. if this happens, then tk is right, this is a $20 stock. goldman, montgomery, and prudential(?) see prices rising dramatically. if goldman et al are right, is mu a valid $36 stock? looks like a hell of a lot of risk for extremely little upside potential. so who is buying?