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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Skeeter Bug who wrote (62958)6/22/1999 5:07:00 PM
From: Nadine Carroll  Respond to of 132070
 
Skeets,

This report on MUEI says that MU is expected to report tomorrow:

cbs.marketwatch.com



To: Skeeter Bug who wrote (62958)6/22/1999 5:16:00 PM
From: Knighty Tin  Read Replies (1) | Respond to of 132070
 
Skeets, I expect a loss, but I expect hype/tout/shil guidance. I just saw Mike Murphy on CNBS today. If he believes what he says, there is no wonder why he lost money on a tech fund last year. <g> He said that pc demand is huge from this quarter last year. He doesn't realize that this quarter involved stuffing the channel again while last year they were trying to unstuff the channel. No more sales to real buyers. Also, he talks about unit sales as if they were important and doesn't even mention dollar sales, which is the only important factor.