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Technology Stocks : Micron Only Forum

MU 240.46

+1.7%

Dec 1 3:59 PM EST

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To: John Graybill who wrote (42575)	1/29/1999 3:10:00 PM
From: Bipin Prasad	Read Replies (2) of 53903

Bill has been talking about CPQ channel stuffing for years ever since last episode. It'll be stupid of CPQ repeat the same mistake. I simply don't see it. However CPQ's/ Dell's real problem will be rapidly shrinking profit margin. The same problem MU is facing now. ps: Don't have any position in CPQ now. Bill is very smart guy but he's trying to cover too many areas, so sometimes he misses details, imo. He has a very nice brother, though. later, InSook

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