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SPS50

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  • Micron/Alcoa Earnings Redux: Both Companies Seeing Positive EPS Revisions [View article]
    Analysts keep forgetting to look deeper at MU. It is NO LONGER a commodity stock. Production can barely keep up with demand and products it ships is very customized and sophisticated. The oversupply issue is no longer. MU has positioned its capacity to react quickly to changes and introduce viable new products. THAT... breaks the cycle. Try to help them see this angle. :)
    Apr 11 06:05 PM | Likes Like |Link to Comment
  • Micron: Opportunity Knocks, Yet Wait For This Signal To Buy [View article]
    Some good things to ponder. But it was pure coincidence that MU fell... because of the Tech wreck in general NOT related to MU and NASDAQ in general. It fell a little 2Q and then rebounded nice. Things for MU are even better than then. True, this has a beta of about 1.8 and it is due to its outdated view as a commodity so many are still day-trading or second guessing the market. Long and strong is best, along with averaging in which has been a good strategy for decades.
    Apr 10 08:32 PM | 2 Likes Like |Link to Comment
  • Join Gurus And Buy Value And Growth Play Micron At Cheap Prices [View article]
    If you read the SA articles, it will tell you why and it is not due to fundamentals. No one said the market was logical or emotionally unattached... sigh.
    Apr 8 12:29 PM | 5 Likes Like |Link to Comment
  • Strong Market Dynamics Fuel Micron's Growth In Q2 '14 [View article]
    It is simply the questionable herd mentality of the market in general... lumping all techs into one basket of "woe is me". Then, one day they wake up and say, I had better buy now because it is oversold. Hmmm... Eventually the beta of 1.8 will get better. Patience...
    Apr 7 05:09 PM | 3 Likes Like |Link to Comment
  • Micron Earnings: The Next Day [View article]
    With good cash flow, why do they more of this current convertibles or even capped calls?
    Apr 6 05:15 PM | Likes Like |Link to Comment
  • Micron Earnings: The Next Day [View article]
    Must agree.
    Apr 6 05:11 PM | 1 Like Like |Link to Comment
  • Micron Earnings: The Next Day [View article]
    That thinking is creating more volatility in MU as time passes. Before long it will scare off almost everyone by day traders and institutions. Hmmm
    Apr 6 05:10 PM | Likes Like |Link to Comment
  • Micron Earnings: The Next Day [View article]
    If you mean short term options, yes. Jan15 ones are like holding stock IMHO.
    Apr 6 05:08 PM | 1 Like Like |Link to Comment
  • Micron Earnings: The Next Day [View article]
    Russ - thanks again for all the insight, analysis and reasonable conclusions. Now, sir, when are you going to be MU's sole Promo voice as I proposed before?
    Apr 5 09:02 PM | Likes Like |Link to Comment
  • Micron Earnings: The Next Day [View article]
    I hope you will directly communicate that to them along with others... :)
    Apr 5 08:53 PM | 2 Likes Like |Link to Comment
  • Micron Earnings: The Next Day [View article]
    Sandisk and MU both have about the same institutional ownership. Is it just me or do others see the quick trigger finger of sales on MU but not on Sandisk? I point to no one group... Bruce, comment>
    Apr 5 08:51 PM | Likes Like |Link to Comment
  • Micron Technology: Towards $30 We Will March [View article]
    Price reductions have been and in guidance affirmed to be the same in 3Q14 as cost reductions. Mix will provide a better margin in part. The Elpida inventory written up via the one time gain is now gone.

    The market does not tell anything except its emotion guess at any point in time. Know your stock and its trends... MU has turned some heads here lately that surprise.
    Apr 4 09:04 PM | 4 Likes Like |Link to Comment
  • Micron, Intel, Apple: A Tale Of 3 Companies [View article]
    Thanks! May DD, detailed analysis, education and transparency expand here on MU.
    Apr 3 11:18 AM | Likes Like |Link to Comment
  • Micron: Buy Hard And Hold Through Earnings [View article]
    Russ - when do you think the next 3Q guidance will come, and when does it appear the antitrust settlement payment will hit the eps, if not already accrued? Thanks...
    Mar 31 09:48 AM | Likes Like |Link to Comment
  • Micron: Buy Hard And Hold Through Earnings [View article]
    Well presented ! Like others, I have defended in writing your logic and detailed information. No one yet has undone your analysis point by point which I appreciate. Thanks so much for the timely article(s).
    Mar 30 06:51 PM | 8 Likes Like |Link to Comment
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