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Post# of 97595
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dougSF30

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dougSF30

Re: HailMary post# 32258

Tuesday, 04/20/2004 3:21:36 PM

Tuesday, April 20, 2004 3:21:36 PM

Post# of 97595
HailMary, your example is flawed, because you overestimated the shift in revenues from CPU to Flash by a factor of 5!!

Because the announced shift is actually:

CPG -2%
Flash +2%

(And not +/- 10%)

This amounts to noise compared to any overall margin increase, which was the basis of his prediction.

Doug
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