Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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) -- Ignore unavailable to you. Want to Upgrade?

To: Will Cunningham who wrote (2216)	11/5/1997 9:28:00 AM
From: joshi	Read Replies (1) \| Respond to of 4074

ASKING 15

To: Will Cunningham who wrote (2216)	11/5/1997 7:21:00 PM
From: Yakov Lurye	Read Replies (1) \| Respond to of 4074

Re: why are they keeping SpecTek and contract operations Will, The SpecTek line and contract operations are normally profitable (actually in FY1997 SpecTek margins were 32%, and PC margins only 17%). I was just pointing out in my previous post that when DRAM prices are down, these divisions are at a disadvantage. The latest news about MUEI startuing contract operations in Europe for Alcatel show that this company is not going to become a plain "PCmaker", especially with MU holding the majority interest. DRAM prices are going to improve. Yakov.