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Technology Stocks : Micron Electronics (MUEI)
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To: Harold S. who wrote (2677)12/17/1997 1:27:00 PM
From: Jim Rogers  Read Replies (3) of 4074
 
I agree with one exception. CPQ would not put their name on a BTO machine because it would seriously negatively impact their relationships with all their retailers. That is another reason for them to buy a MUEI since they would then have a name other than CPQ with some identity and they would probably be able to use the advertising dollars much more effectively, control inventory completely, buy parts more cheaply, and in general manage the whole thing so much better. So if it is worth $9 as is, it probably would be worth $20 or 25 almost immediately with CPQ running it.
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