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Re: Threejack post# 5009

Tuesday, 07/19/2005 8:36:48 PM

Tuesday, July 19, 2005 8:36:48 PM

Post# of 17023
Threejack, do we know who the two analysts are in that yahoo ae?

One has an estimate of 2 cents and the other of 5 cents. I believe they could well be both too optimistic.

Not just the missing Samsung revenue but there may be more not yet renewed licenses, although they may kick in later. rdram will have been slow (one of the big users, CRAY, was not doing at all well) and to the extent that memory prices matter they were down about 30% versus the previous quarter.

I have to check the exact wording in the Q&A of the CC to hear what revenue Eulau estimated for qtr3.

Cheers
Cor

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