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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (46153)2/8/1999 7:35:00 PM
From: Thomas G. Busillo  Read Replies (1) of 132070
 
MB, no problem, that was more of a cry for help on my end <g>

Unless the EBN data is wrong (or my metholodgy is wrong), these
analysts out there who are saying they have 18% of the market are
even more full of sh!t than I had ever imagined.

If you or anyone else can just review the methodology and the data,
I'd appreciate it.

Market data: That EBN chart (the forecasts for the upcoming quarter
are average per month; but the monthlies appear to be actuals from
SIA) - eb-mag.com

MU data: Their 10-Q.

MU ($ sales)
market share (% $ sales) = ----------------
Market ($ sales)

It's just that that 10.01% number looks so completely insane relative
to what's been out there in the press, I keep asking myself where I
messed up.

The problem is - I don't think I did <g>

Good trading,

Tom
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