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Technology Stocks
Micron vs. Dell
An SI Board Since August 1997
Posts SubjectMarks Bans Symbol
13 0 0 MUEI
Emcee:  Marco Polo Type:  Unmoderated
So right about now, you're laughing. Dell is everyone's superstar, growing at 100% a year, knocking down every barrier in site. Micron is small-time, tinier and growing slower.

Well, I am daring to think that things can change. Micron is going after the business markets like never before, making the ever-popular Transport laptop line more affordable than ever before (and it wins every reliability and performance survey over the likes of Dell and Toshiba and everyone else), and coming out with new products, like cutting edge servers and workstations. Their latest product, the Powerdigm XSU is the first workstation fully optimized for NT.

Says Microsoft's Director of Personal and Business Systems Group, Jonathan Roberts:

``We are delighted that Micron's Powerdigm XSU was designed from the ground up to be optimized for Windows NT(R) Workstation 4.0. Micron's workstation customers will benefit from the unmatched reliability, security and performance of Windows NT Workstation 4.0 along with the far-reaching breadth of leading Windows NT-based technical and personal productivity applications.''

As far as stock performance, DELL has left MUEI and everyone else in the dust recently, but I think that MUEI has great potential. Being currently valued at .8x sales and 16x earnings (compared to 3.5x and 48x for DELL), it could be quite undervalued.

I encourage Dell and Micron watchers both to comment on this thread.
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13 Its not about a better BOX its all about vision. i don't think that micronFAISAL JILANI-4/4/1998
12 I'm doing a comprehensive study of the PC industry including the direct plaChip-3/30/1998
11 Yes, this stock is indeed discounting the worst, and I just want to add that whMarco Polo-8/26/1997
10 It is an interesting analysis, but you must to take into account the fact that SEAN DAYKIN-8/26/1997
9 Alan- I found your comment that HP and IBM have been "lax" in theLarry T. Sherwood-8/20/1997
8 <<Dell computer machines with, Micron's name did not come up.>>DragonBoy-8/20/1997
7 IMO, it's not who makes the best, but who can grab the marketshare... MicroAlan Yip-8/20/1997
6 One thing in Micron's favor is that I have seen plenty of people switch froMarco Polo-8/19/1997
5 Hi Ben, I'm an owner and fan of's a better machine than Cosmo Kramer-8/19/1997
4 I don't know about press releases, but there was a fairly recent (June 1997Marco Polo-8/19/1997
3 Ben, About those notebooks from Micron. Where do I read about their sturdinessRosemary-8/18/1997
2 Oh yeah, this thread is for stock price competition, we all know that Micron maMarco Polo-8/18/1997
1 I must admit up front that I am a Micron freak. I even want to possibly work fMarco Polo-8/18/1997
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