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To: IceShark who wrote (85410)	3/26/2001 11:31:27 AM
From: Lucretius	Read Replies (1) \| Respond to of 436258

oh well... i'm short :)

To: IceShark who wrote (85410)	3/26/2001 11:43:09 AM
From: Earlie	Read Replies (3) \| Respond to of 436258

Ice: I have been digging into the MU scene. It gets more delicious with every shovel full. Only a few bones and clay shards so far, but they do point to the scam I outlined last week (dump excess memory inventories into the sub at above-market prices...... keeps MU's inventories from smelling, improves MU's margin...... "encourage" sub to "dump" those excess inventories into the spot or grey markets at darned near any price, then have sub write off the sub's horrific losses when the sub shifts to a new business). I expect I will be able to prove this, or be proven overly cynical, as soon as I can get my hands on the 10Qs of both. It would make for a rather nifty article in a major newspaper don't you think? (g) Best, Earlie