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Technology Stocks : Micron Electronics (MUEI)

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To: Larry S. who wrote (3590)12/6/1998 8:48:00 PM
From: John Finley  Read Replies (1) of 4074
 
I just bought a $900 CPQ (with 15" monitor and cheesy printer) from Circuit City as a gift. It's a nice machine with a 333 MHz "Celery", 96 Mb RAM, 8 Gb HD, etc. It compares well with the Dell PII that I using now. I think deals like this will give MUEI (et. al.) a little added incentive to lower prices (and, unfortunately margins). Beats me how they can make money on these CPQs, esp. since it was not direct. The future will be interesting.

BTW, I'm long MUEI and CPQ (I missed the DELL boat altogether and caught GTW for a small ride).
JF
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