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Technology Stocks : Micron Electronics (MUEI) -- Ignore unavailable to you. Want to Upgrade?


To: marc chatman who wrote (2153)10/30/1997 3:51:00 PM
From: Will Cunningham  Read Replies (1) | Respond to of 4074
 
Aren't you concerned that Micron Elec might be getting throttled by the competition and that they will miss the quarter by a wide margin? How can they defeat Dell and Compaq? I don't know, maybe it is truly time to short this stock as it makes its way down to $8 per share. MUEI, the next Acer of PC consolidation. Definitely make more money on the short side with this story evaporating.



To: marc chatman who wrote (2153)10/30/1997 4:25:00 PM
From: Willsgarden  Respond to of 4074
 
That makes perfect sence to me! No way can cpq maintain this level of dominance and margins for that matter. They are due to cycle down, and Solomon and others will do what they do best, upgrade, and take some off the table at these lofty levels. MUEI will be the next darling (at least short term) if the product is as good as some of the comments I've heard here.
Bought stock and options today.

Has there been any recent news? Maybe they are waiting for the rest of this shake out to be over.
BM