Micron Electronics (MUEI) Message Board

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Technology Stocks : Micron Electronics (MUEI)

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To: Mr. Park who wrote (3859)	5/19/1999 1:23:00 AM
From: Jerry S.	Read Replies (2) of 4074

Actually, I think Dell's earnings bode well for the PC sector as a whole. For instance look at this excerpt from a CBS Marketwatch report: Further defusing the Compaq effect Soetebier said that Dell's earnings should help to alleviate the fear in the computer hardware industry that heightened when Compaq Computer (CPQ: news, msgs) reported that a sales slowdown in the industry took a bite out of its first-quarter earnings, ultimately bringing about the resignation of its chief executive officer. "Compaq blamed their earning problems on the industry, when in fact it turned out to be an internal problem," said Soetebier. "Since then, the market has seen favorable results from Hewlett-Packard and IBM, showing that the companies that are executing properly are still doing well." The fact that PC sales are relatively strong, this may erase some of the cloud encasing MUEI, which was that the industry demand was soft. Looks to me that it was pretty strong even in this historically weak quarter. Also, while there are these custom-mfg. firms out there, the trust factor will always steer many towards the big names. MUEI should show much better results this Q vs. last Q. jmho

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