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

To: Trey McAtee who wrote (37002)	8/6/1998 4:20:00 PM
From: phbolton	Respond to of 53903

MU sales to MUEI: this came up the other day so I checked up on it. MU sold $5.8 mil to MUEI last quarter, about 1.5% of MUEI's revenues, and in the past quarters it had been higher about 5%. At a PC price of $1600 5% almost gets you 32MB of PC100 and 2% gets you about 32 MB of EDO. Also from the latest 10Q: In the third quarter of 1998, the Company's semiconductor memory operations incurred an operating loss in excess of $150 million on net sales of $290 million, primarily due to continued sharp declines in average sales prices for the Company's semiconductor memory products.

To: Trey McAtee who wrote (37002)	8/6/1998 4:41:00 PM
From: Bipin Prasad	Read Replies (2) \| Respond to of 53903

re: SamSung, SamSung is the only one who can survive if only they give up a few subsidiaries to merge with other semis in Korea. There's only so much Korean government can force them to do. HyunDai did not want to give up it's semi to SamSung, so they tried hard to have joint venture with INTC. INTC turned it down flat. Knowing HD's chairman, he'll give in soon to save it's auto and other subsidiaries. Bipin told me this morning about MU. "Micron is a survival, like cockroach - quickly adopt to it's environment and longest survival on this earth." re: Kurlak, He cried for sox 200 for three, four times. Where are we now? 263.08 again. He called INTC 60 and MU 20. Today, INTC 87 & MU 35 again. I like when he makes such calls, so I can sell more puts each time. Hype or not from both bears and bulls, I don't want to fight with market for market is always right. Good news is that I don't talk to MU like Larry does yet. ^_^ Happy trading! InSook Prasad