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

To: Yakov Lurye who wrote (2242)	11/6/1997 10:20:00 PM
From: Thomas G. Busillo	Respond to of 4074

Yakov, I agree. Adding a European facility is a necessary building block for the contract mfg. side of their business, a part which maybe a lot of people aren't that familiar with, but which is definitely a fertile area for growth over the long haul and plays to their strengths. I like them building the contract mfg. side of their operations, although there does seem to be somewhat of a "boom or bust" nature in contract mfg. Maybe having Alcatel as a customer helps smooth out some of the bumps. In the near term, I'm guessing the stock price is going to continue be tied to concerns over PC demand in wake of the East Asian turbulence. Intel's scheduled to talk to analysts tomorrow, so maybe the market gets a better read on how bad any fallout is. Good trading, Tom