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Technology Stocks : Micron Electronics (MUEI)
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To: manny t who wrote (3575)12/3/1998 8:48:00 AM
From: Larry S.   of 4074
 
Pricing pressures: it would seem that the concern that CPQ- DELL competition heating up would put pressure on MUEI, as well as everyone else. This makes sense and could be an area of concern. With CPQ going direct (again, as Michael Dell said yesterday), then that should heat up the direct pc market. That makes it more imperative that MUEI had embarked on the road that it has. Also, possible more important that they consider a combination with a larger partner ( HWP, IBM ??)Still love the company and their computers. Its a battle out there, always has been, always will be. larry
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