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

To: joemjo who wrote (239)	1/1/1998 3:34:00 PM
From: Creditman	Respond to of 329

Todd, All the ECMs are going to sell their capacities out. Right now there is no reason to have any idle equipment. The services are pretty much commodity type. So now CMCI will call around and say "we'll give you a deal now" to the OEMs. The "tooling" is not so special and I hope to God they use whatever components, etc, they bought for Micron before Micron goes away. If DIIG takes a Solectron customer then Solectron takes a DIIG account or someone elses. Sure, OEMs have favorites and geograph counts a little but they will always switch for a price .. most of them will anyway. If the stock price goes down too much someone will just buy CMCI right up anyway. Checking the non Micron revenue growth may not mean anything as CMCI may not have been able to accept non Micron business ...the everybody is at or over capacity problem. And to answer your question about will they be profitable ..If they, if any ECM cannot make a profit now they never will be able to.

To: joemjo who wrote (239)	1/1/1998 6:48:00 PM
From: Creditman	Read Replies (1) \| Respond to of 329

I don't mean to hog this forum or anything but thought you might want to know this; Since my last message I've had two friends call; people who own CMCI and wanted to talk to me about the industry in general and CMCI particularly. One person talked about several friends who owned CMCI ..anyway the gist of what they wanted to ask me was if I thought they shouls sell (PGTZ in one case, INTC in another) to buy more CMCI. Now these folks only hold a thousand or maybe a couple of thousand shares each. They didn't mention SELLING CMCI. They wanted to know which other ECMs were best to selll so they could buy more at today's low prices. If this is the way investors are going to react generally we will have a snap back quicker than I thought. I wonder how much CMCI is out there short? Those folks will also buy as they have to close to take profits. Anyone know about CMCI's short interest?