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Technology Stocks : Micron Electronics (MUEI)
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To: Eric W. Richesin who wrote (2508)12/3/1997 8:37:00 AM
From: Edward J. Edwards, III  Read Replies (2) of 4074
 
I believe that is will take atleast 3 months for MUEI to recover. This might be a stock that one wants to hold longer, more like 12 months. My sources indicated that Muei is in the process of setting up their inventory similiar to dell. Where the Vendors will have a small part of a big warehouse across the street from MUEI, and the inventory will remain in the pocession of motherboard, hd, or other component manufacturer until just before a unit is made for a specific sale. This is why dell has such great inventory turns, and micron will too, it will be another several months before they have this in place, so I estimate that it will begin to show in their financials sometime in third quarter of next year.

So while they appear to have increasing margins now, this should blow over and with their great customer service I believe that they will give dell a run for their money within 2-3 years.

Ted
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