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

To: Clouseau who wrote (216)	12/31/1997 11:27:00 AM
From: Creditman	Read Replies (1) \| Respond to of 329

Dave, I don't deal directly with CMCI but know people who do and I'll talk to them Monday ...everybody is off. That said ...salesmen are always selling and sometimes they take away an account from a competitor for no real reason. Maybe that's it. But there is lots of business out there ..mopre than capacity for the industry so I am buying CMCI big time!

To: Clouseau who wrote (216)	12/31/1997 11:49:00 AM
From: ccryder	Read Replies (2) \| Respond to of 329

I wonder if anybody has information on how Micron was doing with their sales. The problem with the PC industry is that it is so competitive. It would be easy for Micron to switch to a different motherboard for their desktop or file server computers. It is not so easy to switch manufacturers of parts for laptops where parts are usually not interchangeable. So it is important to know what parts CMCI was making in order for an outsider to judge whether the problem was quality or cost. I really suspect Micron got a better deal elsewhere or was having problems selling the particular products CMCI was making and is terminating that line of products.