SI
SI
discoversearch

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 236.48+2.7%Nov 28 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: DavidG who wrote (27531)2/1/1998 11:24:00 PM
From: Skeeter Bug  Read Replies (4) of 53903
 
david, now do you see why it is so important to use adjectives to zero in on the true meaning when discussing concepts that can mean several different things. cost means little to me. gross costs and net costs mean a lot.

i agree that the sdram/dram asp is higher than $3.05. if it isn't then mike is right and the blood will flow badly.

however, i don't think mike is right.

now, why would an analyst change his recommendation on mu and cite 30% of its business as a justification while never mentioning the other 70%? that is piss poor analysis. imho, the analyst is including sdram. we'll never know b/c all of his experience and professionalism, or lack thereof, have not led to clarity of thought when writing a report. it is ambiguous at best. i just think his numbers are wrong. but i hope they are right ;-)

dram is a gen'l term that can be reasonably used to mean all kinds of (edo, sync, static etc.) dram. the s is the adjective. since you leave off adjectives that would clarify any potential ambiguity, perhaps you are a good person to decipher the ambiguity in this gentleman's report. did he do this on purpose or out of ignorance?

i'm not good at that b/c i expect clarity of thought - even though it is often too much to ask.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News