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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 95.26+3.1%Nov 14 9:30 AM EST

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To: Dave B who wrote (48880)8/3/2000 1:07:43 PM
From: GVTucker  Read Replies (2) of 93625
 
RE: Reserves

I don't know if I'll remember or not, but I'll try and notify the thread if Micron starts to reserve part of revenues. It would be pretty easy for anyone to check, though. Just check the financial statements in MU's 10-Q/10-K when they come out. If you're a RMBS long or short, that would strike me as required reading anyway.

Of course, that's a pretty empty statement, though. Because there's no way MU is ever going to post a reserve. If one is really necessary, they are probably negotiating something with RMBS now, and that would just be an admission that reserves are indeed necessary, a pretty bad negotiating stance.
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