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

To: Earlie who wrote (30549)	3/17/1998 2:42:00 PM
From: DJBEINO	Read Replies (1) \| Respond to of 53903

Micron Technology's 3rd-Quarter Loss Isn't Seen Hurting Peers NEW YORK -(Dow Jones)- Micron Technology Inc.'s wider-than-expected third-quarter loss shouldn't drag down the semiconductor sector, analysts said Tuesday. Still, companies that provide equipment to the capital-intensive semiconductor industry could continue to suffer from the decline in chip prices. Micron, of Boise, Idaho, makes dynamic random access memory, or DRAM, chips. Since 1995, the price of these chips, which provide the desktop memory to every personal computer, has fallen steadily as supply has outpaced demand. Micron, analysts say, has a unique dependence on DRAMs. The sector faces pricing pressure from overbuilt Asian manufacturers, and a logjam of supply in PC makers' sales channels has undercut demand, making a tough market even tougher. These problems came to a head in Micron's fiscal third quarter. The company lost 41 cents a share before a one-time gain, its first quarter in the red in seven years. Analysts had expected a loss of 18 cents. A year ago, the company had net income of 68 cents a share, including a gain. Nevertheless, some analysts were sanguine about Micron's prospects. "Micron is in DRAM for the long haul," said analyst Lawrence Borgman of Josephthal & Co. "They're good at it. They're not doing anything stupid. It's just the market has too much supply at the moment." Borgman added that dropping PC prices could spur unit sales, helping Micron and other makers of computer memory products. On the other hand, Gruntal & Co.'s Mona Eraiba said, trying to forecast equilibrium in the chip market is like trying to hit a moving target. New chip makers enter the industry, and existing companies get better. Borgman agreed that forecasting a balance between supply and demand is difficult. He said the market won't reach equilibrium before the fourth quarter of calendar 1998.

To: Earlie who wrote (30549)	3/17/1998 3:02:00 PM
From: Patrick Koehler	Read Replies (6) \| Respond to of 53903

Earlie and others responding to me by private mail regarding my chemo and illness. I decided to reply here to do it in one note. I appreciate the interest. First, I was sick, but I'm not ready to kick the bucket yet. In August 1996, I nearly died by a rare disease called Wegeners Disease, and has destroyed 2/3 of my kidneys. The disease is 90% fatal without treatment, which is chemo and steroids. After 1 1/2 years of chemo, which I no longer take. I now feel fine except for anemia. I am 56, have founded a number of businesses, and assisted in starting nearly 40. Most of my life, I worked my tail off, averaging 60-80 hours a week. I have enjoyed the market and options for over 30 years, but business always interfered with the market! But when one door closes, another is opened. Now I am doing what I have wanted for 34 years. A year and half ago, I started day trading on a limited scale. On August 22, 1997, everything clicked on the settings on my computer. Concentrating on MU, after 5 years of study, I now expect to get a return of 20% per month, and things are working well. So, I think I have beaten Wegeners Disease, been forced to retire, which I now appreciate. I am on top of the world. Just don't ask me to do anything that requires energy because I don't have it back yet. I treat Day Trading as a business, but no hassles of employee problems, no receiveables to collect, no fear of corporate litigation that might wipe you out. With a phone line, I can operate anywhere. If I want to take a day off, I just do it. Yes sir, I am a happy camper. Especially on days when I make 3 pts on a trade as I did on my short from yesterday! Patrick, taking it easy in sunny Florida.

To: Earlie who wrote (30549)	3/17/1998 3:09:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 53903

Earlie, my only problem with dictating stations is how to teach them to recognize my "strange" accent (VBG). Zeev

To: Earlie who wrote (30549)	3/17/1998 4:28:00 PM
From: Megs	Read Replies (1) \| Respond to of 53903

>Next year, many (all?) PCs could ship with a single 64 Mbit chip >(current price, below $13...given the glut, probably $10. by Christmas). What! ONE 64Mbit chip in a PC? Not likely, It would have to be configured as a x32, making the simm only 8MB. No PC would ship with just 8MB. The majority of PCs will ship with 64Mbit chips when 64MB is standard. David G or was it Ed Beers had a good chart on how to convert "x"Mega-Byte memory module onto "y" number of chips needed. Dave or Ed, you might want to repost for the laymen. Meg

To: Earlie who wrote (30549)	3/17/1998 6:02:00 PM
From: DavidG	Read Replies (2) \| Respond to of 53903

Earlie, When the sub $1,000 PC's first appeared, they usually shipped with 16 MBit, but even they are now typically shipped with 32 aboard This is very true, but the low end systems are now your sub $600 PC's that are shipped with 16mb.<vbg> I'll bet it's not too much longer before the PC will be less than the monitors... and I would also expect we might see the PC function built into the monitor using 1 memory chip( but as you already know from other posts it should be at least a 128mbit for 16mb or 256mbit for 32mbyte. Of course the screens won't be CRT but rather LCD displays for Desktops...hey....MU is in that busines already...if they could only make that CPU with the Graphics, sound and modem functions...maybe LSI's ASIC with help them out...hmmmm it just goes on and on. Ahhh...it was a long day...can't you tell<g> Good Luck Trading DavidG