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Technology Stocks : Micron Only Forum

MU 231.10

-3.5%

9:57 AM EST

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To: TREND1 who wrote (28905)	2/25/1998 7:34:00 AM
From: Jerry Denkera	Read Replies (4) of 53903

Larry--Something rotten in Denmark? I find it very interesting that a BTO computer mail order company would have inventory issues.Every company in the business realizes prices are coming down on all components every day and therefore don't keep much if any inventory to take advavntage of this situation. Is it possible that pressure form the parent to buy flat panel displays and memory for {forecasted}sales that did not materialize cause this inventory problem. Did MU look at the 150million coming in on the sale of the contract mfg unit and figure a way to move it from MUEI's books and put it on MU's books while letting MUEI take a write off and MU showing it as revenue? Will the analyst who follow the company and put their clients in both company have to answer these questions this morning? Am I just being paranoid? Something just does not smell right. Regards Jerry

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