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Technology Stocks : Micron Only Forum

MU 223.79

+7.9%

Nov 24 3:59 PM EST

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To: ratan lal who wrote (25436)	12/15/1997 8:06:00 PM
From: IceShark	Read Replies (1) of 53903

Ratan, I don't agree with most of your items of concern, although I would like to see MU at 6 bucks tomorrow. -vbg- Doubt net A/R is a big problem, especially since now is the time to smack reserves(charges) into the P&L. A commodity inventory is subject to a few tweeks either way, but LoCoM is standard and keeping inventory value too high would invite an SEC investigation - what would that do to the Korean squawks. I guess I think they would would want to take all charges now to improve or stablize future quarters. The really interesting thing no one seems to talk about is MUEI. These guys are hurtin-fer-certain and this will make it more difficult for MU to raise cash. And for me to get help, since I have a MUEI box! -g- Regards, DWW

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