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.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (45322)	2/1/1999 5:42:00 PM
From: Broken_Clock	Read Replies (1) \| Respond to of 132070

<<the return of 16 Mbit chips>> Do they still even sell them? All I've seen for 2-3 months is 32 Mbit chips...even on the freebie side when you buy a new pc...even then they are min. 32 with a free 32 ugrade.

To: Knighty Tin who wrote (45322)	2/1/1999 7:10:00 PM
From: Peter Singleton	Respond to of 132070

MB, My oh my! <g> The charts and data tables in that Electronic Business article on MU and the DRAM industry are a must read. e.g., WW semiconductor / DRAM sales (in $B) 1995 144.4 40.8 1996 132 25.1 1997 137 19.8 1998* 113 12.5 * 1st 11 months of 1998 For In-Stat and SIA's forecasting record, you gotta check the link. Priceless! Peter

To: Knighty Tin who wrote (45322)	2/8/1999 7:08:00 PM
From: Thomas G. Busillo	Read Replies (2) \| Respond to of 132070

MB, what's MU's market share in terms of sales dollars? No, this isn't a trick question <g> I went to that EBN link and came across the following data on total worldwide DRAM sales for the months of Sep/Oct/Nov. eb-mag.com Sep-98 1.24 Oct-98 1.34 Nov-98 1.51 ---- TOTAL $4.09 bil Their showing their hard numbers as coming from the SIA. MU's 1Q'99 covered the same period. I wonder what their market share is in terms of $? MU's net sales of semiconductor memory products was $409.5 million [SOURCE: 10-Q]. The market was $4.09 billion [SOURCE: EBN article linked above] That would imply... ...a market share of 10.01% over their last reported quarter in terms of $ sales. Or perhaps I should put it as - a market share of 10.01% over their last reported quarter in terms of $ sales??!!!! What the hell is going on with all these analysts out there saying they have 18% of the market? Based on the EBN data and MU's sales figures they had 10% of DRAM market sales during their last quarter. That's surprises me to the point where I'm going back and trying to figure out where I screwed up, but it keeps coming out the same. EBN gave DRAM $ sales figures for those three months, MU's quarter (Sept. 3, 1998-December 3, 1998) coincided with those three months, you do the math and you get a 10% market share. WTF is going on here? Good trading, Tom