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.

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

To: DJBEINO who wrote (43638)	3/11/1999 12:55:00 AM
From: J. P.	Read Replies (3) \| Respond to of 53903

Yea right, well they ended their quarter a couple of weeks ago, when prices held up, and they benefitted from LG Semicon strike for a couple of weeks. Maybe they'll come in a few pennies, and let First Call keep saying 2 cents under with a wink and a nod. But what about this quarter? And the quarter after that? Uh huh, of course they don't want to comment on that. All I see is a human wave assault of Asian DRAM makers ramping up, and prices ramping down. And the kimchee hitting the fan when the stock sellers line up while PC sales are falling along with margins.... And cutting costs? There are much smarter people here to have a field day with that one...

To: DJBEINO who wrote (43638)	3/11/1999 9:03:00 AM
From: A. A. LaFountain III	Read Replies (3) \| Respond to of 53903

Re: Micron Results Has anyone seen a discussion of the relationship between DRAM pricing and the dollar/yen pattern? I haven't had the time to track down the data, but my limited powers of observation have noted the yen's 143 to 112 to 120 move over the same period that DRAM pricing swooned, then firmed, then began to ease again. I realize that Micron lives in a dollar world, but the rest of the suppliers have their marginal profitability measured in different terms. No conclusion here, just (yet another) question. - Tad LaFountain

To: DJBEINO who wrote (43638)	3/11/1999 10:06:00 AM
From: John Graybill	Read Replies (1) \| Respond to of 53903

DJ, where did you find this? I can't find this article anywhere. (For that matter, I can't find any mention of this conference, either.) Well, here's our earnings tout that will run us close to 60. (Our second one.) yawn Broad markets basically gapped up, but not blowout stuff, and have hardly moved.

To: DJBEINO who wrote (43638)	3/11/1999 10:32:00 AM
From: Thomas G. Busillo	Respond to of 53903

DJ, for those of us insane enough to try and run the numbers as honestly as possible without regards to personal disdain for the "sleaze factor", that's really not that surprising <g> What IMHO is surprising is that they would flip the bird to the SEC so aggressively when it comes respecting a 30-day quiet period, particularly in light of other developments. Good trading, Tom