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Technology Stocks : Micron Only Forum
MU 344.97+5.5%Jan 9 9:30 AM EST
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To: TREND1 who wrote (50327)1/15/2000 12:44:00 PM
From: Bob Howarth  Read Replies (1) of 53903
 
Here is YHOO post which says that Dataquest completely disagrees with the analysis. This is what makes commodity markets fun to trade. Note that MU spokesperson says too early to tell. If MU does not know, then you know the analyst is just guessing based upon his assumptions of PC growth rate and memory usage. If PC growth rate was high and more memory was consumed than in his assumptions, he would get a different answer. I also see no evidence around of a 60% capacity increase, do you? If so, could you post a link to it? Thanks.

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