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To: Thomas G. Busillo who wrote (44955)4/9/1999 2:25:00 PM
From: DJBEINO  Read Replies (1) | Respond to of 53903
 
4/10/99 BT/Alex. Brown reiterates marketperform, co., pursuing aggressive leadership strategy
4/10/99 Gruntal & Co. reiterates strong buy, extremely undervalued
4/10/99 SoundView reiterates buy, day 2 of analyst meeting mentioned overall strategy and positioning

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Micron Technology Inc. Reiterated 'Strong Buy' at Gruntal


Princeton, New Jersey, April 9 (Bloomberg Data) -- Micron Technology Inc. (MU US) was reiterated ''strong buy'' by analyst Mona Eraiba at Gruntal & Co. The 12-month target price is $100.00 per share.



To: Thomas G. Busillo who wrote (44955)4/9/1999 8:31:00 PM
From: Carl R.  Read Replies (1) | Respond to of 53903
 
Yes Tom, there is no doubt that adding the TI operation and the JVs adds a number of new wrinkles to any attempt to model MU. It will take everyone awhile to figure out the right questions. Including 100% bit growth over what? <G> Over MU last year? Over MU+TI last year? Over Q2? Including JVs, or exclusive of them? Etc, etc.

Carl