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SPS50

SPS50
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  • Samsung's Chip Expansion Antagonistic For Micron? Wall Street, 'The Crowd' At Odds [View article]
    Disagree. Microchip's shotgun comment is irrelevant to specific sectors in this industry. For MC,fine. MU and others have already given guidance relevant for themselves. Samsung to build a plant on to meet increasing demand internally and we are supposed to believe Microchip and a FEW others with superficial DD ??? NoT !
    Oct 14, 2014. 09:59 AM | 1 Like Like |Link to Comment
  • Sorry Dorothy, Micron Will Not See $50 [View article]
    QE has only a very temporary artificial psychology impact. Private economics will perform as needed as memory and tech will continue to be a huge part of our future. Samsung profits in its memory segment are substantial per DD. It is a mistake to look at this huge company as a whole for profit. MU also will continue to innovate as so many recent PRs show. Over time, the PE will rise with confidence for MU. Solid...
    Oct 10, 2014. 10:21 AM | 1 Like Like |Link to Comment
  • Micron Technology: Bottoming Out On A High Level? [View article]
    Nice reminder of facts to major players... I hope they read it.
    Sep 24, 2014. 12:39 PM | 3 Likes Like |Link to Comment
  • Micron - A Good Finish To The First Year Of The Rest Of Its Life [View article]
    Good summary logic, facts and vision. Now, may the big boys stop using MU as a whipping boy for other less favorable investments.

    Well done, indeed.
    Sep 21, 2014. 03:47 PM | 2 Likes Like |Link to Comment
  • Samsung Mass Produces 20-Nano Mobile DRAM - Should Micron Be Worried? [View article]
    As often happens, scare for short term knock down. Focusing on just one area of MU and not the rest of the markets, supply figures, etc. is not professional.
    Sep 19, 2014. 11:32 AM | Likes Like |Link to Comment
  • 'A New Order Of Things' - Micron's Challenge And Opportunity (Part 1) [View article]
    Think ALIBABA... it hit everyone, taking profits. Poor judgment, though on their part.
    Sep 15, 2014. 05:12 PM | 2 Likes Like |Link to Comment
  • Determining Micron Technology's Fair Value [View article]
    Good reminder. Now if only the market makers could see the long term trend developing here and stop using MU as a whipping boy.
    Sep 11, 2014. 02:42 PM | 1 Like Like |Link to Comment
  • We Need An iPhone 6 Teardown! [View article]
    With the industry at near full capacity short term, the bottom line is that the doomsayers of overcapacity are flat out wrong. Prices and profits will continue at smiling levels for a while... and that is what MU, its investors and the market wants assurance of, right?

    Bingo again !!!
    Sep 11, 2014. 10:03 AM | 3 Likes Like |Link to Comment
  • A Confusion Of Ideas - Micron And The DRAM Industry [View article]
    Reason, logic and well position facts escape the publishers and mass-media gurus who love manipulative false rumors. Thanks for such an open article, but when are these type of guys above going to be unmasked ?
    Sep 4, 2014. 10:36 PM | 1 Like Like |Link to Comment
  • Micron Vs. SanDisk And The 'Big Data' Explosion Effect [View article]
    Perhaps we should point out again to the so called advisor gurus that what happens in the ME is not relevant to the near or far future of the computer industry. If anything, there should be a greater demand. Yes, I prefer peace to conflict but the PE is supposed to reflect long term outlook and the market just loves to get sidetracked day by day. Hmmm... intelligent ???
    Sep 2, 2014. 04:25 PM | Likes Like |Link to Comment
  • Micron Technology: Upside Remains Despite Digitimes DRAM Report [View article]
    Over-sensitive superficial (and temporary) market reactions to false-start rumors that will be corrected shortly by truth is no reason to pass it along. Your reputation is worth more than that, and we hope to hear more from you in the future. This industry is over-ripe with knee jerk reactions.
    Aug 24, 2014. 06:55 PM | 1 Like Like |Link to Comment
  • Intel/Micron Marriage Is Alive And Doing Fine [View article]
    That good questions applies even more so to Micron, the sprinter, vs the walker type company. It is hard to turn a battleship on a dime...
    Aug 15, 2014. 11:31 AM | Likes Like |Link to Comment
  • Micron slips on negative DRAMeXchange commentary [View news story]
    How quick some are to forget the forest and only see the scrub trees...
    Aug 14, 2014. 11:22 AM | 3 Likes Like |Link to Comment
  • Micron slips on negative DRAMeXchange commentary [View news story]
    No! Just a few naïve miss-interpretations of actual market situation, which is favorable.
    Aug 14, 2014. 11:21 AM | 8 Likes Like |Link to Comment
  • Micron Technology: Still Going Strong [View article]
    Not so fast. That increase is not that big, takes a year to come up to speed and even then addresses only in-house demand, not retail.
    Jul 31, 2014. 10:53 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
117 Comments
185 Likes