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Technology Stocks : Micron Only Forum

MU 237.50

-1.5%

Dec 15 3:59 PM EST

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To: Vasu ganesan who wrote (5684)	12/10/1996 11:03:00 AM
From: Cynic 2005	of 53903

Vasu, vanakkam. nalla irukkangala? Do you remember Intel's magnanamous conversion of AR to debt for a "major customer" (That was Paccard Bell, BTW.) I wonder if they foresaw the unsold inventory problem at PB back in December 1995. Same goes true this year, IMHO. The only difference this time will be that there will be many more major customers of Intel hurting. AST, Acer, PB and other weaker sisters. The fact that Dell, gateway and Compaq are taking market share away from the lesser players doen't make the 15-17% sales growth as a robust growth. Eventually Intel has to feel the pain of their customers. Reg. MU input you are looking for, if any one knows, it would be illeagal. And I don't expect an MU emploee to put his or her job on the line by posting inside info on these boards. Regards. -Mohan

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