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

To: eddie r gammon who wrote (28643)	2/19/1998 8:22:00 AM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

nice link to zack's for mu... zacks.com:8008/ows-bin/owa/REZ_F?STR1=mu&search=estimates 28 times 99 estimates? me don't think this will hold. mu loses more than $0.25 this q. maybe $0.40.

To: eddie r gammon who wrote (28643)	2/19/1998 8:23:00 AM
From: Richard Russell	Read Replies (3) \| Respond to of 53903

SEOUL, Feb 19 (Reuters) - Samsung Electronics Co Ltd, the flagship unit of South Korea's Samsung Group (SAGR.CN), said on Thursday it was negotiating ways to expand cooperation with Intel Corp, the world's largest microprocessor manufacturer. ''Topics in the negotiations include a capital injection by Intel, a stable memory supply by Samsung and others,'' said a Samsung spokesman. ''But the talks with Intel are at their initial stage.'' Intel already has a 10 percent stake in Samsung Austin (Texas) Semiconductor Inc, Samsung Electronics' subsidiary in the United States.

To: eddie r gammon who wrote (28643)	2/19/1998 8:29:00 AM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

this is much more telling... >>"Customers then demanded the same prices from us," Cloud said. "When we declined to sell at these prices below our cost, Micron steadily lost sales and market share."<< can we expect mu take the same tact now? will they refuse to sell below cost and see their market share shrink like a grape in the sun? >>William Franciscovich, IDT director of SRAM marketing, blamed both Taiwan and Korean firms for selling below price in 1996, causing 1-Mbit SRAMs to drop in one year from $25 each to less than $2.50 each -- a tenfold decline. "We were able to stay in business only because we had other profitable products that subsidized our losses on SRAMs. But we can't continue in the SRAM market without hope of relief," he said.<< tis is telling. srams killed them b/c edo and muei were doing ok. muei may do well this q. however, edo won't. they do need uncle sugar to subsidize them and subsidize them big. is this worth a 28 pe for two years eps out? somebody be smokin'. those lefty luckies leave a stiff hangover, though. it won't be pretty. just enriching for me :-)