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To: davesd who wrote (30214)3/15/1998 7:25:00 PM
From: TREND1  Read Replies (1) | Respond to of 53903
 
Dave
Now here is an interesting idea !
If "we" can not even agree what MU's earnings will be one day,
how the hell can anyone be sure what MU's earnings will be
in 367 days ? I just love the FA thinking !!!!
Ha! Ha! Ha! Ha! Ha!


Larry Dudash



To: davesd who wrote (30214)3/15/1998 11:06:00 PM
From: Skeeter Bug  Read Replies (3) | Respond to of 53903
 
dave, did dram ever go above $4.00? that is about mu's net cost. so this spike wasn't even enough to allow mu break even on a net basis. not much of a spike to me ;-) now dram sits at $2.25. i really don't see any net margins all q.

not to mention $30 mor million in dep and amort mgmt discussed last q.

i guess 64 mb is the wildcard as 16 mb drubbed mu.

it will be interesting :-)