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: Earlie who wrote (44248)	3/24/1999 9:07:00 PM
From: phbolton	Read Replies (1) \| Respond to of 53903

$63 is new all time low retail for 64MB PC100: Major Brands 64MB SDRAM PC100 168pin eeprom, SPD 8x64 guarantee most pc working IBM memory part #0364804CT3B 322 LIMIT 2 PER CUSTOMER $ 63 Low Rate 3/24/99 5:31:18 PM CDT Multi Industry Tech, Inc 800-366-6481 562-921-6669 Online Ordering CA MD864S322

To: Earlie who wrote (44248)	3/24/1999 9:09:00 PM
From: Bill F.	Read Replies (3) \| Respond to of 53903

well done earlie,that about sums it up.stock was for sale on instinet with lots of offers that couldn't trade due the uptick requirement on nyse stocks after hours.....(G)no uptick rule would have caused some real selling i think.

To: Earlie who wrote (44248)	3/24/1999 9:38:00 PM
From: IceShark	Read Replies (1) \| Respond to of 53903

Earlie, Well despite promising myself to hit the brown bottles, I couldn't help but look at the press release a bit and things look pretty dismal. So, I'm not feeling so smart about dumping the poots at 50 anymore. sigh.... What is this instinet uptick rule Fleck mentions that kept it from falling below 52? Regards, Ice

To: Earlie who wrote (44248)	3/24/1999 11:25:00 PM
From: Lucretius	Read Replies (1) \| Respond to of 53903

Earl, nice. POS finally dies! HO HO HO

To: Earlie who wrote (44248)	3/25/1999 6:57:00 AM
From: Monty Lenard	Read Replies (1) \| Respond to of 53903

But wait 'till June, when the BIG interest bill has to be paid,....that two year holiday is almost over boys. (g) Hi Earlie, I know these guys use innovative accounting, but surely their auditors are not brash enough to allow they to go without accruing some of this future interest expense. Not that it really matters a lot. <g>

To: Earlie who wrote (44248)	3/25/1999 9:35:00 AM
From: A. A. LaFountain III	Read Replies (1) \| Respond to of 53903

Earlie: Semi revs in 1QF99 were $409.5MM, not $263MM (that was 2QF98) Nonetheless, it's very apparent that the manufacturing team at MU did quite a job. In my model of the production/shipment trends, 2QE bit growth was 70% (exactly what they reported), but that assumed complete inventory sell-through. Mgmt reported some inventory build, so production was up more than the industry growth rate (which is what my model had assumed). After listening to the conference call replay (I was in the Valley yesterday and was traveling during the actual call), I am still puzzled by the company's claim that they are the largest DRAM vendor and have 20% share of the market. When asked, they couldn't come up with supporting data, but stated that they knew the market better than the market research firms. In fact, their share for the quarter just ended looks like it was about 14% of the SIA-reported DRAM market. Maybe they get to 19% by the end of this calendar year if everything goes their way (which would still be quite an accomplishment), but they're no way near that now. Steve Appleton also claimed the position as the #1 DRAM vendor. I'm meeting with someone from marketing from Samsung/Korea tomorrow and I'll be interested in his comments on this. - Tad LaFountain