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

To: Earlie who wrote (30797)	3/19/1998 12:26:00 PM
From: Ed Beers	Read Replies (1) \| Respond to of 53903

Earlie, Do you have a good feel for Micron Technologies (exclusive of MUEI's) cash position? The reason I ask is that their conference call indicated that they were double taxed on the sale of the MUEI contract manufacturing division. I don't understand why this would happen unless MUEI passed it on to MU as a dividend. I don't understand why MU would choose to do this unless they needed cash very badly. Does MU pay taxes on cash received from MUEI? If so the merged accounting of cash position seems rather misleading. Ed

To: Earlie who wrote (30797)	3/19/1998 12:31:00 PM
From: TREND1	Read Replies (1) \| Respond to of 53903

earlie You do come up with reasons to be short MU ! Keep the info coming. Larry Dudash

To: Earlie who wrote (30797)	3/19/1998 12:35:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

earlie, what the analysts can't envision in their raisin brains is that demand AND supply are dynamic. they think supply is static. it isn't and it never will be. what dopes. bet you didn't know the dancing raisins were analyst brains trying to make extra money ;-)

To: Earlie who wrote (30797)	3/19/1998 12:43:00 PM
From: Mike M2	Read Replies (1) \| Respond to of 53903

Earlie, thanks for the excellent synopsis of the disastrous state of the dram business. One thing you overlooked is Microstamp may be on everything that moves in the year 2025 VBG. There also may be another Dram shortage in my lifetime-I'm 34 -g-. While your arguments fall on many deaf ears some of us see the light. In grimspeak it will be a year of tough love for Micron and its supporters. Mike