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


To: joshi who wrote (2640)12/15/1997 10:25:00 PM
From: Sunny Jim  Read Replies (1) | Respond to of 4074
 
I have a pretty hard time accepting "positive spin". It's as simple as let the numbers tell the story. With the kind of screw-ups in inventory and marketing mis-judging the market, this is a pretty inexperienced management team. There's no excuse for laptop inventory that will be worked off in 2Q98. Come on kids! They ought to sell this company to somebody that knows how to manage a computer box manufacturer.

Long MUEI and mad.



To: joshi who wrote (2640)12/22/1997 4:45:00 PM
From: Allen Furlan  Read Replies (1) | Respond to of 4074
 
Do you believe the components inventory writedown is primarily pricing writedown and not obsolescense? Can you point me in right direction as to companies statements in this regard. Thanks.