SI
SI
discoversearch

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 (46153)2/8/1999 7:35:00 PM
From: Thomas G. Busillo  Read Replies (1) | Respond to of 132070
 
MB, no problem, that was more of a cry for help on my end <g>

Unless the EBN data is wrong (or my metholodgy is wrong), these
analysts out there who are saying they have 18% of the market are
even more full of sh!t than I had ever imagined.

If you or anyone else can just review the methodology and the data,
I'd appreciate it.

Market data: That EBN chart (the forecasts for the upcoming quarter
are average per month; but the monthlies appear to be actuals from
SIA) - eb-mag.com

MU data: Their 10-Q.

MU ($ sales)
market share (% $ sales) = ----------------
Market ($ sales)

It's just that that 10.01% number looks so completely insane relative
to what's been out there in the press, I keep asking myself where I
messed up.

The problem is - I don't think I did <g>

Good trading,

Tom



To: Knighty Tin who wrote (46153)2/8/1999 7:59:00 PM
From: Ramsey Su  Read Replies (2) | Respond to of 132070
 
Michael,

Take a look at AMAT. I follow 32 tech stocks closely and AMAT just received the honors of the most over priced stock on my list.

Message 7724582

What do you think?

Ramsey