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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?


To: Kerry Phineas who wrote (32938)5/6/1998 9:41:00 AM
From: Chas  Respond to of 53903
 
Micronics has been screwed since 96 when Intels strategy shifted to concentrate on motherboards to the OEMs in a big way. An old Upside magazine article highlited this business and Intel even stated in the article that their intent was to drive down the motherboard price each month. This was a great article if someone could find it in an archive.
Unless there is some niche or value add, it would be tough for a Micronics to compete in this market and be competitive.
Good trading.