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


To: LWolf who wrote (2426)11/21/1997 10:25:00 PM
From: gmccon  Read Replies (1) | Respond to of 4074
 
I find MUEI's web-site to be the best. It is simple, yet attractive and fun, and most importantly, easy to use. I guess the term is user-friendly. It's easy to get around in.

However, I would like to see just one *BTO* boxmaker really allow you to chose all of your components. Truly *BTO*. I have RAM galore, for example. I'd like to be able to chose "no RAM". I'd like a choice in video cards, too. "None" would be no video card, "subtract $100", or whatever. If they can buy 8mb video cards (again, as an example), in lots of 1,000, and offer it to you at a good rate, that would be a strong selling point, too. As has been said on this thread many time, it's going to come down to *marketing*, as well as cost savings.

As it is, they all have the same BTO shortcomings, but MUEI's is the best site. IMO. Good luck to all who remain long. I could end up sending "your" company some business some day. I'm simply too leary of the extreme pressures on profit margins.

Happy Investing,

Greg



To: LWolf who wrote (2426)11/21/1997 11:59:00 PM
From: LWolf  Read Replies (1) | Respond to of 4074
 
I hate to say it, but IMO the management is too 'inbred' and young. When I looked at the SEQ filings under management it lists age, title and then gives background below. Everbody's from the same place, and young is OK as long as you've got some mentoring/wisdom behind you. These guys are trying to play in the big league and they need some big league minds working with them. One of the things that impressed me about Amazon.com was who it had on it's board of directors. Here's a company that looses multi-million dollars every quarter and their stock keeps going up and up. You better believe Bezos has got some damn good advisors.... not so sure about MUIE's. So back to my original thought earlier today... you might have a situation here that's sorta like Apple was. There's no real appeal to the board...the board may need to be changed.

L. Wolf