Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: phbolton who wrote (45016)	4/12/1999 9:23:00 PM
From: Thomas G. Busillo	Respond to of 53903

ph, Niles had an interesting MU tidbit in the report: RE: MUEI A potential sale of the company would not surprise us given that Micron Technology will find it increasingly difficult to increase share at the major PC OEMs with their majority ownership in Micron Electronics. Well... Why? I see the argument. I don't see any support. Show me that DELL, CPQ, et. al. even consider MU's ownership of MUEI when making purchasing decisions. If down the road they sell their stake in MUEI, they will do so for the same reason they are selling off stakes in themselves - they need the cash. That will be the main driver if something like that happens. Not some goofball theory that MUEI ownership hurts penetrating major PC OEM accounts. Good trading, Tom