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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (57761)	4/27/2002 7:23:59 PM
From: American Spirit	Read Replies (2) \| Respond to of 99280

That 50 million is for a refundable bond in their lawsuit with XRX. Call it debt if you want but they may get it back very soon. I put up a bond once and got it back.

To: Zeev Hed who wrote (57761)	4/27/2002 7:25:32 PM
From: J.T.	Read Replies (1) \| Respond to of 99280

Hey Zeev... That wasn't meant as a PM.. I've been posting like a lunatic today on SI. (too much time on my hands) Please vote and love to hear your macro-view of the market. Subject 52835 Best regards, J.T.

To: Zeev Hed who wrote (57761)	4/27/2002 7:39:10 PM
From: mishedlo	Read Replies (2) \| Respond to of 99280

MU biz.yahoo.com Is that pathetic? Receivables tripled Inventories up 20% Payables low (they paying off their bills but not collecting what is owed them). Do I smell another inventory write-off here due to channel stuffing that will be returned unsold? Cash flow looks terrible as well. biz.yahoo.com Is this Hynex deal going forward or not? biz.yahoo.com biz.yahoo.com How in H can MU affort $3.4B to nuy a plant just to mothball it. They surely do not need the extra capacity. Will they be able to jack up memory prices enough to afford a $3.4B hit? Personally I doubt it. Q. What happens to MU's price is the deal goes thru Q. What happens to MU's price if the deal does not go thru Can MU complete the nice dome and fall to 17? stockcharts.com[w,a]dacayyay[pc13!c50][vc60][iLh14,3!Lc20]&pref=G M