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


To: Lee Martin who wrote (2424)11/21/1997 7:48:00 PM
From: joshi  Read Replies (2) | Respond to of 4074
 
Lee, I thought I was feeling pain. I am in at 14.5 for 2000. That said, What is the exact date of the meeting? When are the "official" earnings coming out?

As far as the editorial goes, I agree that MUEI has excellent products and are selling more but dis-agree with the "their market share will continue to decline" when the market itself is growing at a great rate. I think that management screwed up by beefing up operations when the "significant" demand was not there. I wonder who gave them their projections. Name recognition is VERY important. DELL went to ordering over the web and then Compaq coppied the idea. Micron should too. They should also run some sales whith the surplus. Hey, component prices are dropping! Look at QNTM,SEG,WDC ..... Question--> Does micron buy its dram/sram chips from MU due to the relationship? Can they go elsewhere are are the forced to buy from MU? MUEI would be a nice addition to a company looking to get into the PC market. At the same time, most companies that get bought out are in financial tip top shape. Is MUEI? A buyout wont happen for a while if it happens at all. Remember, its not their choice its MU's.