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Technology Stocks : Micron Electronics (MUEI)
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To: John Erb who wrote (3752)2/15/1999 3:35:00 PM
From: Les Paul  Read Replies (1) of 4074
 
I was wrong on one thing, and that was the date of DELL's earnings. February 16th, for all who care. If you would do your research, you would find that the analyst that started this slide on Friday is was quite keen on DELL 10 days ago. I know, everything has changed at DELL during the past week! Watch and wait on Tuesday... The numbers will be above estimates. Even if not, how much more of a bottom is there in MUEI? There multiple is nowhere near DELL's. You may see everything initially get pulled underwater for a minute, but MUEI is a value where it sits. Weak numbers for DELL could mean money being put into MUEI. If DELL's revenues are down, the money is going to some other PC maker. Your reverse prediction is much more gutsy than my original statement.

Les
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