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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Sully- who wrote (20793)1/10/2002 5:45:54 PM
From: t2  Respond to of 99280
 
Micron says PC makers now see flat Q1 shipments

That is huge news, imho. I think it only came out after the close of trading.

If one considers that they had predicted 10% decline.

Just imagine what it means for earnings models for the whole PC industry.--I have not checked the estimates recently but this is going to be interesting.



To: Sully- who wrote (20793)1/10/2002 7:09:08 PM
From: orkrious  Respond to of 99280
 
Micron says PC makers now see flat Q1 shipments

Someone was misquoted somewhere. No way, in this black hole of an economy, are PC shipments going to be flat in Q1 vs Q4.


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