Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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From: etchmeister	8/12/2010 7:45:29 PM
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Supposedly Micron had some kind of webcast - in case Elpida can not get act together Micron might surprise - Elpida's train might already left the station for 2010 and Micron might gobble up share Bit growth should be a far better proxy to unit growth compared to DRAM sales. And bit growth if I recall correctly is less than 50% while DRAM sales are pegging 135% according to Castellano. 135% looks bloated but it does not reflect unit growth which is based on available capacity. Second I do not understand why Castellano uses billings compared to his propriety indicator - heck everybody knows billings are lagging bookings - the guy just does not make sense Here a snip from Yahoo board Kip says real time data "pretty good" inventory 1 1 1/2 weeks, which is low asp's down 2 % per month inotera costs dropping 50% by yr end...HUGE micron makes double to triple revenue on ipad vs notebook called mu shares "distressed asset" and board will take look at options. only positive comments on 2011 Nor flash asp's "firm"

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