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To: Haim R. Branisteanu who wrote (51538)4/16/2001 9:14:40 PM
From: MHA  Read Replies (1) | Respond to of 77400
 
Haim:

They are shutting down (or whatever you can call) some of the products --- 15900 series optical router
and the 6700 series IADs and the SVX4310. So my guess is that the inventory write off includes
these products etc...

MHA



To: Haim R. Branisteanu who wrote (51538)4/16/2001 9:15:14 PM
From: Clay Takaya  Read Replies (2) | Respond to of 77400
 
The magnitude of the rightoff is lopsided. I agree with you there.

What I am asking is: What illegal (or even sneaky) thing do you think they are doing?

I never owned a share of Crazy Eddie's so I am a bit green when it comes to inventory fraud. :-)

Clay



To: Haim R. Branisteanu who wrote (51538)4/16/2001 9:34:20 PM
From: Monty Lenard  Read Replies (1) | Respond to of 77400
 
Haim, just so you will know Clay was bullish on LU back March 3, 2000 when they gapped it up to 74ish. He spoke of the LU contract with China as being just the tip of the iceberg. :-)

Monty


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