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To: DavidG who wrote (37522)8/16/1998 5:35:00 PM
From: Dave Gahm  Read Replies (1) | Respond to of 53903
 
DavidG,
Fabeyes was using earnings numbers to try to show that MU will run out of cash. I was simply trying to show that though his methodology was incorrect his answer was really not too far off.

So forget about earnings, and tell me what you think MU's cash burn will be for their 1st fiscal quarter of 99, assuming the TXN deal closes on September 1, and DRAM prices stay flat through the quarter?

Regards, Dave



To: DavidG who wrote (37522)8/16/1998 7:27:00 PM
From: Fabeyes  Read Replies (1) | Respond to of 53903
 
----> MU lost $106 million last quarter and with DRAM ASP's at current prices I expect half that loss this quarter.

That was AFTER a 60 million + tax credit. The real loss was closer to 170 million. Why would there be less of a loss this quarter?


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