Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: Chas who wrote (48202)	9/12/1999 11:35:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

chas, i've never disputed that micron was extremely competitive. i think that is obvious. i just take issue when certain things are said to hype a stock w/o foundational evidence. whittington says mu's costs are about 15% below the koreans. i find that very hard to believe. if somebody said korea had cost 15% below micron i would find that equally hard to believe. did you miss fred hickey's article posted on this thread? his source was in there. i'll try and find it to repost. btw, be careful extrapolating gtw's and dell's performance to the entire industry. dell's rev growth was over 40% while the industry was flat last year. this is a key issue so it w/b much appreciated if anybody could post relevant data. zsteve already posted that ingraham micro has been hammered for poor results - the world's largest pc distributor. i think he mentioned another company or two. anyway, the future will be nothing if not interesting! :-) good luck.

To: Chas who wrote (48202)	9/13/1999 1:43:00 AM
From: shrinks	Respond to of 53903

Chas, The cost data is way off base, The data from Microns last 2 qtr's indicate that there cost was about $8/part. With the recent profit that Samsung Electronics is posting it looks like there cost is significantly below Micron. I thinks Whittington's numbers are off agian.

To: Chas who wrote (48202)	9/13/1999 11:43:00 AM
From: Math Junkie	Read Replies (1) \| Respond to of 53903

I believe this is the article Skeeter is referring to: stocksite.com The author makes a number of disturbing assertions of fact, and it would be interesting if anyone can either confirm or refute his assertions or find flaws in his logic.

To: Chas who wrote (48202)	9/13/1999 1:46:00 PM
From: Skeeter Bug	Respond to of 53903

chas, this is the quote from the article... >>This week, Allison Boswell Consulting, a San Francisco market researcher specializing in retail PC sales reported that PC sales surprisingly fell 8.2% from July to August, despite expectations for strong sales due to the back-to-school buying season. Prices continued to fall, with 77% of PCs sold under $1,000, compared with 64% in July. "The trend has been consistent since the beginning of the year with unit sales and average price declining in a consistent pattern. It is apparent that no matter how low prices go, unit sales continue to decline in the retail channel," said researcher Allison Boswell.<< i don't know anything about boswell consulting. however, at least fred cites a reference other than his own opinion. i have yet to see the gung ho unit sales folks do the same - doesn't mean they haven't, i juat haven't seen it. coupling this with the largest pc distributor in the world doing poorly, ingraham micro, and a few other disties doing poorly, i'm leaning toward slow end user unit growth - if there is any growth at all. if there is evidence to the contrary, please post. dell and gtw are doing well. however, their combined sales are not nearly as large as ingraham micro. does anyone know anybody who tracks historical pc unit sales? can you post their most recent data? tia...