micron cy q3 2018 - guidance history

하향 가이던스 배경

https://seekingalpha.com/article/4207478-micron-technology-inc-mu-ceo-sanjay-mehrotra-q4-2018-results-earnings-call-transcript?part=single

With the revenue, gross margin, and tax factors in mind, our non-GAAP guidance for the first fiscal quarter is as follows.

매출 - cpu 쇼티지, select customers의 재고 조정
마진 - 중국수입관세 10%, 경감에 3-4분기 소요
세금 - 2.8%에서 12%로





http://runmoneyrun.blogspot.com/2018/06/micron-2q2018.html



http://runmoneyrun.blogspot.com/2018/05/micron-20180523.html



http://runmoneyrun.blogspot.com/2017/12/micron-cy-q4-2017.html



http://runmoneyrun.blogspot.com/2017/09/memory-supercycle-boom-bubble-and.html



http://runmoneyrun.blogspot.com/2017/06/mu-cy-q2-2017.html