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Technology Stocks : Micron Only Forum

MU 236.48

+2.7%

Nov 28 9:30 AM EST

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To: J. P. who wrote (42572)	1/29/1999 2:02:00 PM
From: Land_Lubber	Read Replies (1) of 53903

> And don't underestimate the impact of channel stuffing by boxmakers on demand in the first quarter 1999. Hint: CPQ receivables up in their last statement. If receivables are up it would indicate the OPPOSITE of channel stuffing, would it not? That is that they are SELLING computers faster than before and all the payments from the credit card and finance companies have not yet been received. Land_Lubber

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