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Technology Stocks : Micron Electronics (MUEI)

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To: Paul Viapiano who wrote (2199)11/4/1997 1:40:00 PM
From: John Erb  Read Replies (1) of 4074
 
>>I am so sick of hearing about the product-du-jour, namely sub-$1000 boxes. It seems every couple months there is a new worry in the tech sector <<

This product-du-jour is not a industry idea, but a hot product with non-corporate consumers who are gobbling them up. MUEI doesn't have such a product yet, since they seem to be following Dell's footsteps in terms of concentrating first and foremost on the corporate buyers.

I do agree with your bullish opinion of MUEI, and I agree that it doesn't have to jump into the >$1K box market now (brutal margins), but I don't think they are a fad. I think they are the new price point for home buyers and there are not going to go away anytime soon.
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