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 232.72

-2.0%

1:35 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: mike iles who wrote (31044)	3/22/1998 11:29:00 PM
From: DavidG	Read Replies (2) of 53903

Mike, Hey let's not get into a p*ssing contest at least until I check out which way the wind is blowing. On Feb.1 you said 'I always question your numerical analysis' and frankly Dave so do I ... I mean here am I estimating revenue of $301M and they come in with $283M. Yes, that is true but it was based on asps that you got from an article we were commenting on... which stated asps were now at $3.05. You agreed with that number and I disagreed with that number. I felt the number was around $4.00. Since that article February had very low memory prices(in the $2.25 area) and severely driving down MU ASPs which would have dropped that number well below $3.00 which is wrong. It is certainly disingenious for you to try and take credit for the accuracy of those numbers when Feb was not known...and you certainly did not know MU was going to build up such a high inventory which also causes a reduction of sales. You and Skeeter enjoy playing the shell game and going back and trying to use old information and postings to prove your points... like people will not remember...but you are fooling no one. It is a silly game and gets us nowhere. DavidG

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next