SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Micron Electronics (MUEI)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Larry S. who wrote (3754)2/15/1999 4:31:00 PM
From: B. A. Marlow  Read Replies (1) of 4074
 
Okay, Larry S. You can have my CPQ. Sold it to buy MUEI.

All these guys have to do is pick a niche. CPQ bloated, distribution model is high-cost. DELL winning big, but can't be all things to all people; p/e multiple too high. IBM, HWP are corporate, can't turn on a dime. GTW nice, but consumer-oriented. MUEI can cover performance and small business segments easily. All the fat is out. Nowhere to go but up. MUEI just needs to execute. Access to MU technology helps, too.

Think you should reconsider. But be a bit patient.

BAM
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News