Micron Only Forum Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Micron Only Forum

MU 344.97

+5.5%

Jan 9 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Skeeter Bug who wrote (23087)	10/27/1997 10:42:00 PM
From: DavidG	Read Replies (3) of 53903

Skeeter, I was reviewing the Smith Market Watch below to see how a 4x4 16mb EDO 60 nanosec chip fluctuated in price over MUs last quarter. Now don't hold me to it.... but ....it appears to be tracking with achilles prices. Now by taking the summation of the 13 week period and calculating an average it appears to show a $5.87 asp. NOW MU reported a $6.50 asp for their quarter which may indicate MU asp is about 10-11% higher than Smith Market Watch( and possibly achilles). smithweb.com If 10 -11% is a reasonable premium over SMiths than we have one indicator(of a few) that can be used reliably in deriving MU earnings for next quarter. I never used this site before as well as achilles ...but what I like is they give a history of memory chips by week over the past year. We can always go back and check our calculations to compare with MU. Looking for some constructive comments from anyone. Good Luck Trading PS: SEA markets at their lows as I type.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next