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

To: Carl Held who wrote (41773)	12/29/1998 9:58:00 AM
From: Skeeter Bug	Read Replies (3) \| Respond to of 53903

ch, what is the current total for long term debt?

To: Carl Held who wrote (41773)	12/29/1998 10:05:00 AM
From: DJBEINO	Respond to of 53903

US Monitoring Big Deal The US government was learned Tuesday to be closely watching the Korean administration to check that no money changes hands in the 'big deal' between conglomerates and also to monitor whether too much interference occurs. A source in Washington revealed Monday that the US Trade Department and semiconductor manufacturer Micron are examining negotiations between Samsung Electronics and Daewoo, and Hyundai and LG Semicon. The United States Trade Representative (USTR) reported to congress that it is still investigating whether or not the government pressured POSCO to sell steel to domestic consumers at 30% international prices. The primary investigation of Hanbo Steel revealed no administrative money. The probes were conditions added to the US budget regarding loans to Korea.

To: Carl Held who wrote (41773)	12/29/1998 12:57:00 PM
From: SlowThinker	Read Replies (3) \| Respond to of 53903

>Remember the numbers.... >Prices for SDRAM are dropping. Yes, Carl, and maybe I'm missing part of the "Price minus Cost equals Profit" model, but it seems to me that if costs drop more quickly, then Micron still makes more money.... More capital investment than any other company plus aggressive die shrinks plus new and smaller process technologies (based on the strong capital investment) should equal lower cost, shouldn't it? SlowThinkingly yours, P.S. Carl, you wouldn't happen to be holding any short-term Micron puts, would you? I've just noticed this general pattern where you do tend to _always_ take the most negative possible outlook on _any_ piece of news or analysis about Micron.