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Technology Stocks : Micron Only Forum
MU 252.24+2.1%3:20 PM EST
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To: phbolton who wrote (43655)3/11/1999 10:44:00 AM
From: Thomas G. Busillo  Read Replies (1) of 53903
 
ph, if you parse that statement out "the point where analysts were expecting a loss" could be any point in time that the consensus was for a loss.

As far as the second part:
Obviously the further along the quarter you go, the higher your shipments are - they're cumulative.

Using reasonable assumptions for ASP's, GM's, shipment growth, etc. I think they can post a slight profit, even considering the MUEI.
But I don't think their 3Q will be as positive from an ASP, GM or shipment standpoint.

Good trading,

Tom
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