Djbeino:
Thanks for the continuing info gathering and posting.
Might I refer you to my post of Jan 23., wherein I commented upon MU's "emerging test facility problems". (#27043)
Good to receive the "confirmation". (g)
By the way, if the Lehman analyst can't provide an acceptable estimate for this quarter, what the dickens is he doing with respect to 1999 anr 2000? The material he provides is more appropriate to a collection of fairy tales. Nobody in their right mind makes projections out there given the dynamic nature of this industry. Too bad this child doesn't get out into the industry to see what's going on, rather than diddling with his computer and swizzling the material he is hand fed from management.
On another point, having been absent for a bit, did David ever apologize for his .25 micron vs. .30 micron diatribe? I probably missed it (g).
I'm actually going to enjoy the coming rout of this stock, for more reasons than just the money that will be made. When a company doesn't and can't make money, and when it is priced on a dream of former times, the fall is always rather dramatic. This stock doesn't have a massive short position without reason, and it is not comprised of little old ladies. Principal accounts rarely make big short bets on other than what they consider to be "no brainers. You'd be surprised at who has now joined the Vaderian league.
Best, Earlie
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