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

To: Bipin Prasad who wrote (37620)8/18/1998 5:35:00 PM
From: phbolton  Read Replies (1) | Respond to of 53903
 
Looked over the Dell numbers and noticed something scary. Dell's price to sales is about 5-6, which is about the same as Intel's. What is scary is that this is the same as for micron's semi business! MU minus MUEI is about a billion in sales for about $5/share and a price of about $30 (each MU is about 0.3 MUEI) for a PSR of about 6. Geez.



To: Bipin Prasad who wrote (37620)8/19/1998 1:16:00 AM
From: Trey McAtee  Respond to of 53903
 
bipin--

oh yeah, i saw it on cnbc or NBR. i cant wait for manana, especially for DELL. if it opens anywhere near what they are quoting afterhours, there are going to be a lot of shorts who will need a change of shorts<G>.

good luck to all,
trey


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