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

To: joshi who wrote (2594)	12/13/1997 6:18:00 PM
From: haikaa	Respond to of 4074

In last 8 years I purchased about 700 PCs( Compag, Dell, IBM, Micron,...) Micron was and is the best one among others... Personnaly I don't like IBM, lots of headache... Dell and COmpag are OK.... Hopefully in the future we gonna get only Microns..... And last week, for the 1st time I got 300 MUEI at $ 10 1/8 I don't know about MUEI stock quality, but I know about their PC's quality.... If you need a PC, get Micron.... good luck..

To: joshi who wrote (2594)	12/14/1997 12:11:00 AM
From: jcashin	Read Replies (1) \| Respond to of 4074

Are MU and MUEI highly correlated? I mean if MU takes a slide due to earnings will MUEI automatically follow. I know MU owns about 60% Of MUEI but if MUEI meets earnings expectations will it go down anyway? Just to be on the safe side I bought protective puts. I welcome all opinions John

To: joshi who wrote (2594)	12/14/1997 1:48:00 PM
From: Willsgarden	Read Replies (1) \| Respond to of 4074

Lots of interest in MU puts can indicate an oversold position and will assist in a reversal.....could be. Maybe MU will be forced to sell off some of its interest in muei to help capitalize MU comeback next spring. IMO the SEMI industry will absolutely lead the tech sector rebound next year, and also outperform as they did this year. When semis bounce, box makers have to be next. I will be daytrading for a while so as to be a liquid as possible by late jan. I will be back in MUEI accumulating real soon. I can't believe MUEI is so cheap. Shouldn't be. That's our advantage. good trading all, Bill