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To: Carl R. who wrote (38676)9/19/1998 9:31:00 AM
From: Skeeter Bug  Read Replies (1) | Respond to of 53903
 
carl, as the koreans and japanese cut back on production i wouldn't be surprised if mu is the low cost producer. however, mu is also the most highly leveraged major dram player and THEIR LOSSES AS A % OF REVENUE ARE MUCH, MUCH, MUCH HIGHER THAN ANYBODY ELSE IN THE INDUSTRY (incl ALL business departments).

put that fact in a research report and crunch it, baby ;-)



To: Carl R. who wrote (38676)9/19/1998 3:28:00 PM
From: Knighty Tin  Respond to of 53903
 
Carl, Don't confuse marginal cost of producing one more chip with net cost. MU is a low cost firm on the marginal costs. They are one of the highest cost producers on net costs. When bankruptcy hits them, the court won't care if the red ink was caused by cost of operations or the onerous debt burden.

MB


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