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Technology Stocks : Micron Electronics (MUEI)

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To: LWolf who wrote (2426)11/21/1997 11:59:00 PM
From: LWolf  Read Replies (1) of 4074
 
I hate to say it, but IMO the management is too 'inbred' and young. When I looked at the SEQ filings under management it lists age, title and then gives background below. Everbody's from the same place, and young is OK as long as you've got some mentoring/wisdom behind you. These guys are trying to play in the big league and they need some big league minds working with them. One of the things that impressed me about Amazon.com was who it had on it's board of directors. Here's a company that looses multi-million dollars every quarter and their stock keeps going up and up. You better believe Bezos has got some damn good advisors.... not so sure about MUIE's. So back to my original thought earlier today... you might have a situation here that's sorta like Apple was. There's no real appeal to the board...the board may need to be changed.

L. Wolf
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