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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Zeev Hed who wrote (57761)4/27/2002 7:39:10 PM
From: mishedlo  Read Replies (2) of 99280
 
MU
biz.yahoo.com
Is that pathetic?
Receivables tripled
Inventories up 20%
Payables low (they paying off their bills but not collecting what is owed them).

Do I smell another inventory write-off here due to channel stuffing that will be returned unsold?

Cash flow looks terrible as well.
biz.yahoo.com

Is this Hynex deal going forward or not?
biz.yahoo.com
biz.yahoo.com

How in H can MU affort $3.4B to nuy a plant just to mothball it.
They surely do not need the extra capacity.
Will they be able to jack up memory prices enough to afford a $3.4B hit?
Personally I doubt it.

Q. What happens to MU's price is the deal goes thru
Q. What happens to MU's price if the deal does not go thru

Can MU complete the nice dome and fall to 17?
stockcharts.com[w,a]dacayyay[pc13!c50][vc60][iLh14,3!Lc20]&pref=G

M
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