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To: Earlie who wrote (84703)3/23/2001 12:49:14 PM
From: AllansAlias  Read Replies (1) | Respond to of 436258
 
I understand -- I have looked at the historical data. I was only referring to your suggestion that it was "accelerating" without regard to the actual numbers. The chart I replied to you, while not exactly to scale, hints at the slide slowing down. We'll know in the months to come.

Cheers



To: Earlie who wrote (84703)3/23/2001 1:46:03 PM
From: Roads End  Respond to of 436258
 
During the bubble a drop in the Book to Bill from a reading of +1.20 to +1.10 would cause a huge sell off. Things are indeed different this time.

My take on MUEI matches yours. I have thought for a long time MUEI was an inventory dumping ground as well as a vehicle to control revenues reported by MU through arbitrary pricing. If the SEC is sniffing around it shouldn't be long for some odors of a POS to be detected.


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