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Technology Stocks : Micron Only Forum
MU 226.65-3.2%Dec 4 3:59 PM EST
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To: jhg_in_kc who wrote (51386)6/4/2000 11:21:00 PM
From: Skeeter Bug  Read Replies (2) of 53903
 
"If we really see supply growth decelerate as we expect, there is considerable upside to our earnings estimates for Micron," Osha said.

why not tell us what that is? btw, you can't have it both ways. you can't say that dram prices will firm or go up and that pc makers expect an increase in eps growth. is salomon stating publicly that dram profits will hurt the boxmakers?

or, rather, do they tout BOTH, knowing there is a good chance they will be right on one? ;-)
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