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Technology Stocks : Micron Only Forum

MU 225.89

-1.1%

3:59 PM EST

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To: IceShark who wrote (44209)	3/24/1999 5:48:00 PM
From: Thomas G. Busillo	Read Replies (2) of 53903

Ice, why stop at Niles? Gruntal comes out .09-.12 today. Paine Webber comes out w/ .07 earlier in the week. Niles comes out with .10 Monday. The consensus going into the week is -0.01/0.00. Suddenly right before earnings 3 analysts who have been remarkably bullish on the stock just happen to come suspiciously close on the estimate. They certainly did remarkably better than I thought. But what's really surprising is how they did it. Insane shipments/flat ASP's. IMHO, totally counterintuitive. Would be very interesting to comb through the Gruntal, Paine Webber, and BBRS reports and see of there are any, shall we say, "counterintuitive" commonalities. I love how they mentioned the shipments and production this time. Why would bits shipped be less important last quarter? Because they went down last quarter? Good trading, Tom

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