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

To: Earlie who wrote (42956)	2/11/1999 10:51:00 PM
From: Lee Lichterman III	Read Replies (1) \| Respond to of 53903

>>>what if they have to go into inventory because they don't sell at all?<<<< Oh come on... I thought you knew the answer to this one! You write off the inventory as a one time extraordinary expense then sell it the next quarter showing it as 100% profit to goose up the earnings short fall from Asia coming on line. I thought you were better at these scams than this. This lurker is truly disappointed. <ggg> Lee

To: Earlie who wrote (42956)	2/12/1999 8:50:00 AM
From: Carl R.	Read Replies (4) \| Respond to of 53903

Earlie, you asked "Do you see anything on the horizon that needs big memory increases?" Yes, actually I do. Windows 2000. If it achieves wider acceptance than NT, it will appreciably increase the need for memory. As far as MU's ability to increase market share, since chips are for all practical purpose fungible, the primary factor influencing MU's ability to increase market share is production. As Boise's output rises, and the TI fabs come back on line at .21µ, MU's totally output will ramp very fast, much faster than the output of the rest of the industry, which will result in market share increases. The same fabs the MU and TI were operating separately were once capable of a combined 18% market share. Why is not possible for them to do it again with more modern processes and equipment? It is not as if any competitors are opening additional fabs. The only reason MU has lost market share is that for a change the rest of the industry has ramped production faster than MU, a situation that will reverse itself when the TI fabs come back on line. Carl

To: Earlie who wrote (42956)	2/12/1999 11:00:00 AM
From: DJBEINO	Read Replies (1) \| Respond to of 53903

Asia's PC market rebounds from financial crisis, says data FRAMINGHAM, Mass.--Asia's personal computer markets appear to be recovering from the impact of the region's financial crisis with PC shipments rising 7% in the fourth quarter last year compared to the same period in 1997, according to new data released here by International Data Corp. (IDC). "With the fourth-quarter results, there is reason for guarded optimism looking toward 1999," said Kitty Fok, research manager of IDC Asia/Pacific. "If market conditions in China, India and Australia remain healthy, the regional PC market should generate solid gains in 1999 producing the highest annual shipment total to date for the regional market." Asia's fourth-quarter PC shipments marked the first time that unit volumes were higher in 1998 than they were a year earlier, according to IDC. Regional PC shipments reached 2.89 million units in the final three months of 1998, according to the preliminary data from the Asia/Pacific marketplace. That level was the highest volume ever for Asia in a three-month period, said the market research firm. For the entire year, however, PC shipments in Asia were lower. IDC's preliminary findings show 10.47 million PCs were shipped in 1998 compared to 10.54 million units in 1997, a drop of 0.6%. In 1999, PC shipments in the Asian/Pacific region are expected to grow by more than 14%, according to IDC. semibiznews.com

To: Earlie who wrote (42956)	2/14/1999 10:58:00 AM
From: Thomas G. Busillo	Read Replies (2) \| Respond to of 53903

Earlie, FWIW, Dow Jones ran a report on Friday that Appleton recently "unloaded" 65,000 shares. interactive.wsj.com WASHINGTON (Dow Jones)--Following are some of the larger insider buying and selling transactions recently filed with the Securities and Exchange Commission, according to Federal Filings Business News... ...MICRON TECHNOLOGY INC. (MU): Three Micron Technology Inc. insiders sold a total of 122,000 shares of common stock last month. Included among the sellers was Chairman, President and Chief Executive Officer Steven R. Appleton, who unloaded 65,000 shares at the price of approximately $67.75 per share on Jan. 12. At the end of the month, Appleton directly held 78,684 shares. If he spoke at the annual shareholders meeting several days later, I wonder if he brought that up? <g> Good trading, Tom