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To: Skeeter Bug who wrote (25150)12/13/1997 12:08:00 AM
From: mu_basher  Respond to of 53903
 
Skeets
Has to be qtq.
If had been yty either they sold it all in which case
gross revenue would be much higher, or they held
inventory.
Greg



To: Skeeter Bug who wrote (25150)12/13/1997 12:30:00 AM
From: mu_basher  Read Replies (1) | Respond to of 53903
 
I love it.
The asians pointing the finger at MU for over capacity.
Whos dumping who.
Why can't we get an asian CEO on CNBS for a balance
performance.
I agree.
They go negative this quarter.
Why anyone would want to close any puts before EPS
comes out is losing some good money.
Greg



To: Skeeter Bug who wrote (25150)12/13/1997 12:40:00 AM
From: Tim McCormick  Read Replies (3) | Respond to of 53903
 
Bug, Fido sold all but 1.8M shs. But it doesn't matter. This testing problem will create inventory writedown. Mu loses $ for next two quarters at least. I put odds of bankruptcy at 75% in 6 quarters. I plan on playing the short side until it trades at $3. Tim