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Technology Stocks : CMCI -- Ignore unavailable to you. Want to Upgrade?

To: Creditman who wrote (211)	12/31/1997 9:20:00 AM
From: Sandra	Read Replies (2) \| Respond to of 329

Creditman, Guess I'll hold on too. Had a feeling yesterday that something was up with the small drop in price. Darn it! Sandra

To: Creditman who wrote (211)	12/31/1997 11:18:00 AM
From: Clouseau	Read Replies (2) \| Respond to of 329

C-man, others - We need to know why they are dropping CMC. I smell maybe a quality and certainly a management problem - not based on any data, but merely on the terminology of 'severing the relationship'. That to me means irresolvable problems that Micron is unwilling to work through with CMC. There could be a product problem, and the CMC mgmt could be intransigent with respect to fixing it. Usually a buyer will work with a supplier because it is tough to start up with a new one - precious time-to-market is lost. Were I another customer, I would be very leery to jump in where Micron has "severed". But maybe there is another simpler explanation - less demand for Micron products. But were that the case, wouldn't Micron simply cancel or reduce an order, not sever the relationship? Dave