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To: TREND1 who wrote (33063)5/8/1998 10:33:00 PM
From: Skeeter Bug  Read Replies (2) | Respond to of 53903
 
Larry, save the suspense. what does value line say and who do they site as sources. if you don't know exactly then that is fine. i'm skeptical b/c i've heard that mu is the low cost producer from the same people that cut their dividend with no announcement, said dram demand remained strong as the floor was dropping out on prices (not before - DURING!) and that microstamp was going to take over the world by this time this year.

i was just wondering what competitors admit that mu is a lower cost producer than they are. i'd also like to know the accounting methods and how they differ. we do know that accounting practices do affect the final result, right?

first, though, is what competitors admit mu is the low cost producer. my first question is how would anybody know? the asian mnftrs keep this information secret, right?