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


To: Paul Viapiano who wrote (2267)11/9/1997 1:54:00 PM
From: Uncle Mikey  Read Replies (1) | Respond to of 4074
 
I think "very positive mention" is an exageration. MUEI is mentioned in an interview with the managers of three tech funds. Here is the excerpt:

Q: Historically, consumers have wanted the biggest,
fastest, brawniest PCs they could afford. But now
demand seems to be at the other end of the spectrum,
with a focus on price. That seems like a conundrum,
not just for Intel, but for the PC industry as a whole.


Wick: Well, it's a mixed bag. Some consumers will
always want the highest-end system possible, with the
best graphics and the best microprocessor and the best
sound. It's a very strong pocket of demand for companies
like Gateway 2000 and Micron Electronics. Dell,
strangely enough, has seen no degradation of average
selling prices; they've been able to keep prices stable by
bundling in a lot of peripherals. For Compaq, though, it's
an issue. They had huge unit growth in the latest quarter,
but revenues grew only half as fast.



To: Paul Viapiano who wrote (2267)11/10/1997 9:45:00 AM
From: Willsgarden  Read Replies (1) | Respond to of 4074
 
Thanks Paul...I picked up more options on friday!!!!
Could be an UP day with some encouragement from INTC, and this article. Also, with the battle lines clearly drawn for S1K boxes and CPQ IBM DELL and almost everyone else including MAC's new NC....who is going to focus on the needs of real computer users????MUEI!-}
BM