Seeking Alpha

Micron (MU +0.9%), which outperformed today due to flash memory rival SanDisk's earnings and...

Micron (MU +0.9%), which outperformed today due to flash memory rival SanDisk's earnings and guidance, could be seeing new headwinds in its DRAM business, which is about to be expanded courtesy of its purchase of Elpida. DRAM contract prices fell for the first time in 2012 in 1H July, DRAMeXchange reports, thanks to weak demand. PC sales are clearly soft, and Windows 8 could be a mixed blessing for DRAM, since the OS is more memory-efficient than Windows 7.
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