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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: Skeeter Bug who wrote (37102)	8/7/1998 6:10:00 PM
From: Thomas G. Busillo	Read Replies (2) \| Respond to of 53903

Skeeter, how's this for "wacky analyst math": from Dow Jones: Lehman now expects only an 11% decline in full-year sales for the sector, down from its original forecast of 14%. In particular, shipments of dynamic random access memory, or DRAM, chips are expected to grow 30% in June, compared with a 13% decline in April and May. Okay. If you assume they're talking sequential numbers and the decrease in shipments is 13% for April and 13% for May what does that actually look like? Baseline = 100 -13% 4/98 = 87 -13% 5/98 = 75.69 +30% 6/98 = 98.397 So based on the above assumptions, wouldn't that mean shipments are actually down 1.6% from where they were in March? I'm still trying to understand how if demand is so robust, why the 3 largest Korean firms are shutting down. And when does the "premium" MU's getting for the PC100 spec chips evaporate? Good trading, Tom