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: A. A. LaFountain III who wrote (44522)	3/28/1999 10:26:00 PM
From: Fabeyes	Respond to of 53903

>>>1) Samsung's market share is slightly over 20% for the first quarter >>> Everything you said was close or right on the money from a "source" in Texas. TOO BAD they are not number one. With numbers like that they will be hard to displace in the immediate future. We will try not to have any breaking news until you get back; but take a laptop just in case.

To: A. A. LaFountain III who wrote (44522)	3/28/1999 10:32:00 PM
From: DavidG	Read Replies (3) \| Respond to of 53903

Tad, He gave me monthly production by part type, and while Samsung's 16Mb and 64Mb combined revenue total is only slightly greater than MU's 2QF99 DRAM revenue.... When MU agreed with TXN about 9 months ago to take over their fabs, many on this thread tried to tell you that it was considered a move that made MU and Samsung comparable in bit production. You indicated it was absolutely untrue and now you are weasel wording your way back into saying it was true.<g> Smart backpeddling on your part. ...and you never responded to ME when I also pointed out to you that since then, MU closed one TXN fab and used another fab for non-DRAM production,:-) ....the purpose of the comment being that WHEN the analysts made their statements about MU being either a little above or below Samsung in production it was probably true because it was before those announced closings. IMO I think you are too critical of other analysts but have a tendency to gloss over your own silly mistakes. You have a long way to go before you can move the markets like Niles or Kurlak and quite frankly I think you are going about it the wrong way.<vbg> ...also I think that reiteration of a SELL on MU is absolutely silly and you will probably regret it just as much as your ridiculous sell last year at 20 while MU went all the way up to 80. Your continuous sell ratings on MU are like a broken watch where once in a while you have to be right but overall your ratings are wrong and are found useless. In any event have a nice vacation.:-) DavidG