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Technology Stocks : Micron Only Forum
MU 233.01-1.9%12:13 PM EST
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To: David C. Parker who wrote (17450)8/9/1997 11:06:00 PM
From: Kerry Phineas   of 53903
 
David, I'd argue that Kurlak's estimates are sufficiently out of line with other analysts' estimates that they could be called into question. So even if you would argue that the other analysts are correct in their analysis (and I wouldn't) it would be logical to note that TK is an outlier compared to the others. If you agree with him, then you could say that MU's true potential is not yet factored into the stock price; if you disagree then you could argue that he is doing it for personal reasons or that he is somehow corrupt. Either way, he is an outlier. In terms of "telling lies about their cost structures", etc. many companies are currently using questionable accounting. Would appreciate your analysis to justify the recent rise in the stock price as DRAM prices have dropped.
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