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To: mike iles who wrote (33592)	5/17/1998 9:46:00 PM
From: Skeeter Bug	Respond to of 53903

mike, the reason analysts have any value whatsoever is that they tell people what they want to here so the feel "safe." doesn't matter if the bullet is 1" away from your head. these guys have be oh so wrong for oh so long that anybody that gives them any credibility has some screws loose, imho. these were the guys saying mu would be making $100 million now and they are losing $200 million. and stock piling inventory to boot! how wrong is wrong? it doesn't get much worse than this...

To: mike iles who wrote (33592)	5/17/1998 11:06:00 PM
From: DavidG	Read Replies (2) \| Respond to of 53903

Mike, I am really quite impressed with the fact that you are now armed with your trusty calculator.<g> ...but maybe you are having a problem coming up with the correct answers b/c if your are stating this as fact: Interesting article DJ, but why did you bolden the part about 16 Mbit prices not dropping further?? To highlight how wrong Nomura is? They're talking about $3.30 and current prices are $1.50-$2.00 ... say what? Then how in the world can you make a nonsensical statement as this: Seems likely that 64 will ramp even faster because prices are so depressed that nobody, not even the mighty MUsky, can make money on 16 Mbit chips. ...you need to have the 64mb prices at $6-8 right now and I have not heard those prices anywhere near it. You are trying to have your cake and eat it. I think you better take your calculator and re-work the 16mb or 64mb or both to show if a crossover point has occurred...unless of course you are willing to say it hasn't happened yet<vbg> A clue, Mike, PII processors need 64mb chips b/c their systems are configured with 64mbytes and higher. Every other system doesn't know or care what chip is used in its system as long as it is obtained at the lowest bit price. You see DJBEINO was being very astute when he highlighted those parts of that article, and you chose to critcize him b/c of the results of your trusty calculator ...which derived a "very precise" wrong answer.:-) Good Luck trading DavidG