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Technology Stocks : Micron Electronics (MUEI)

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To: Findit who wrote (2309)11/17/1997 11:28:00 AM
From: jgercke  Read Replies (1) of 4074
 
Daltoso highlights:
Demand is strong (20% +)
Japan on plan (is an investment)
No bad news vis-a-vis Asian crisis (implied, not stated)
Web sales/customer interaction very important
Will see about Apple direct/indirect channel selling
Likes Microsoft IE 4.0 :)
Microsoft creates no business problem for MUEI (ref antitrust action)

Generally upbeat. B. Francis' questions not great. No other big news i can recall.
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