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Technology Stocks : Micron Only Forum
MU 230.24+2.5%Nov 26 3:59 PM EST

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To: A. A. LaFountain III who wrote (44993)4/12/1999 9:28:00 PM
From: Thomas G. Busillo  Read Replies (3) of 53903
 
Tad, what do you make of this?

From Niles' report today, the following brief blurb on MU/MUEI:

A potential sale of the company would not surprise us given that Micron Technology will find it increasingly difficult to increase share at the major PC OEMs with their majority ownership in Micron Electronics.

I'm not interested in the potential sale itself, but his reasoning.
Do the purchasers at DELL, CPQ and the like really give as much weight to the MU ownership in MUEI as he seems to be suggesting in the above?

Best Regards,

Tom
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