• Valuable Insights
    DRAM below cash costs, time to get long $MU as a trade + Elpida deal will be massively accretive.
    11/4/12
    Reply (3)
    • Ashraf Eassa: I agree on MU. Been looking for a good entry.
      11/4/12
    • Valuable Insights: Have article submitted. Always time to buy when cash costs below selling price - http://bit.ly/PPYSNR - I see $2-$3 upside, $0.50 downside.
      11/4/12
    • Valuable Insights: Also plays into my pos $IMOS thesis. $MU is IMOS' 2nd largest cust - hugely increasing amount of biz with IMOS, and IMOS could get Elpida
      11/4/12