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Technology Stocks : Micron Electronics (MUEI)

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To: joshi who wrote (2640)12/15/1997 10:25:00 PM
From: Sunny Jim  Read Replies (1) of 4074
 
I have a pretty hard time accepting "positive spin". It's as simple as let the numbers tell the story. With the kind of screw-ups in inventory and marketing mis-judging the market, this is a pretty inexperienced management team. There's no excuse for laptop inventory that will be worked off in 2Q98. Come on kids! They ought to sell this company to somebody that knows how to manage a computer box manufacturer.

Long MUEI and mad.
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