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Technology Stocks : Micron Electronics (MUEI)

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To: bobgh who wrote (2705)12/22/1997 11:39:00 AM
From: Lee Martin  Read Replies (1) of 4074
 
To All:

I recall reading that some of the other boxmakers looking to acquire MUEI did not want the contract manufacturing business. Now that it's gone doesn't MUEI become a more attractive takeover candidate? I would love to see them get rid of the Spectek DRAM recycling division. IMHO this division should have remained part of MU.

Looks like MUEI is one step closer to becoming the "lean mean PC sellin' machine" that we all know it can be with the right management. If they can keep taking market share and get their margins back up, one of the big boys will realize that MUEI isn't going away and come to the conclusion that "hey, I'm tired of losing share to this little upstart, let's make them an offer while their stock is still cheap."

Comments?

Regards,
Lee
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