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

To: Paul Viapiano who wrote (2254)	11/7/1997 6:16:00 PM
From: Michael Burry	Respond to of 4074

And I bet he's devoted a lot of time to analyzing MUEI too. Not worried about what he thinks. Sometimes I wonder if his popularity is somehow tied to being the namesake of a popular TV character. Good Investing, Mike

To: Paul Viapiano who wrote (2254)	11/7/1997 7:14:00 PM
From: Thomas G. Busillo	Read Replies (1) \| Respond to of 4074

Paul, I saw that too, but I'm not sure whether he was referring to the products themselves, the stock as a long, or both. IMHO, the products themselves aren't junk. I'm probably going to upgrade after the holidays, and I'll be looking at MUEI and if the best value comes from MUEI, no problem buying one. OTOH... IMHO, DELL and CPQ are the strongest players in the PC market in terms of competitive position and maybe the higher forward multiples reflect some acknowledgement of that (granted, DELL definitely has had that mo-mo feel to it this year). There are also the issues of overall PC demand, sub-1000 boxes, East Asian exposure which you could argue increases the risk that the forward numbers in the sector will come down. Maybe the thinking is that if there's some sort of secular downturn in the PC market, buy the leaders. I don't know. I'm neutral on MUEI - there's stuff I like, but there's also stuff that concerns me. Maybe he's seeing more of the "reasons for concern" coming into play sooner and with more intensity than some of us do? Good trading, Tom

To: Paul Viapiano who wrote (2254)	11/7/1997 11:21:00 PM
From: Brezlin	Read Replies (1) \| Respond to of 4074

THE GUY'S AN IDIOT!..HE'S PROBABLY GOT SOMEONE FROM xx COMPUTER YANKING HIS CHAIN!.... ahem.... Sorry for being technical, but he obviously has not compared all of the boxes side by side; called tech support for all of them and been helped through a problem, and ' felt ' hands on the systems as a whole with their individual abilities to perform... If he would have, ( sign of intelligence before putting foot in mouth ) he would have said YES, YES, YES to Micron's machines because they are all around an extremely nice package. Some people drive BMW's, Jag's, Mercedes, etc because they have to make up for where they fall short :) Some drive because they appreciate quality, and quality has a price. Up or Down, Micron has a lot to be proud of!..they don't match the 1K box maker mentality.... I prefer UP.. and will continue to take advantage of the downs... the others will price themselves into collapse and MR IDIOT will not have anyone answering the service phone for his computer maker, those of us with Micron's will.... Just my opinion....B