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Technology Stocks : USRX

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To: Tabby who wrote (6814)12/16/1996 6:37:00 PM
From: Jeffery E. Forrest   of 18024
 
Tabby, PC sales for MUEI were up nicely. It was the contracting div. (memory) and the SpecTek div.(memory again) that was a drag on the bottom line.

We already know what has happened to Memory prices (DOWN!!)Hell, I went out and increased my RAM by 32meg for next to nothing.

It Looks like ACCELERATING PC sales; which is why they beat the est. so handily and what the street will look at.

FYI: MUEI takes memory chips from MU and refurbishes the defects. With fewer defects due to better manufacturing processes, that part of the biz has suffered as of late.

PC sales is the number to look at. That is what will be rewarded. The MU and MUEI numbers should do alot to stabilize todays mess.

Jeff
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