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  • The DRAM Process Node Roadmap  [View article]
    Could this be a (strong-armed) negotiation tactic ? We are interested, wont-go-away, futile-to-resist, money/market-share-for... you-name-it...
    Feb 2, 2016. 01:27 PM | Likes Like |Link to Comment
  • Micron: The Shining Briefcase  [View article]
    Me too ...

    DXI (DRAMeXchange Index)
    DXI : 6141.41
    Change :1.15(0.02%)
    MA 30 :6083.35
    MA 60 :6104.34
    Jan 12, 2016. 03:31 PM | Likes Like |Link to Comment
  • My New Micron Price Targets  [View article]
    My downfall: sell ATM puts to finance OTM calls. I would place 20% of the blame on the misinformation from Donaldson, Adams in last May&June conferences/talks.
    Jan 12, 2016. 08:56 AM | 3 Likes Like |Link to Comment
  • Despite Disappointing Outlook, Micron Technology Is A Buy Right Now  [View article]
    Care to share any of your picks (- with several other companies with a better margin of safety out there for 2016 ) ?
    Dec 27, 2015. 05:00 PM | 2 Likes Like |Link to Comment
  • Don't Abandon Micron Just Yet  [View article]

    Hmmm...you began to scare me. Now I think your scenario might be a correct one. Following the same logic, I believe Micron will announce some alliance with a China firm soon.
    Oct 21, 2015. 11:36 PM | 2 Likes Like |Link to Comment
  • Intel plans major 3D NAND investment; Micron -10.1% (updated)  [View news story]
    where did you see - "... mu insiders purchased so many shares last week"?
    Oct 20, 2015. 03:28 PM | 5 Likes Like |Link to Comment
  • SanDisk +11.7% on reported sale effort; Micron +3.1%  [View news story]
    where there's smoke, there's fire...
    Oct 13, 2015. 04:52 PM | Likes Like |Link to Comment
  • Micron To Post Ugly Q4 2015, But Forward Guidance Will Be Great  [View article]
    yes, some passive etf/index funds would have to invest...
    Sep 24, 2015. 01:40 PM | 1 Like Like |Link to Comment
  • Time To Go Long Micron?  [View article]
    "I know it was you, MU – you broke my heart – you broke my heart!"
    Sep 22, 2015. 06:02 PM | 15 Likes Like |Link to Comment
  • Micron: Strong Upside Potential For The Patient Investor  [View article]
    I remember doggie commented before - a token dividend would be enought
    Aug 26, 2015. 04:42 PM | 1 Like Like |Link to Comment
  • Chinese stocks soar on stimulus, support hopes  [View news story]
    Could be interpret as sarcasm. But then "... Though this policy should help the market in the short run, it seems somewhat extreme and may be a violation of human rights. " surely sounds sober. If you don't know what you are talking about, don't talk.
    Aug 9, 2015. 02:33 PM | 3 Likes Like |Link to Comment
  • Chinese stocks soar on stimulus, support hopes  [View news story]
    The first part of @musicmaker
    Aug 9, 2015. 02:28 PM | Likes Like |Link to Comment
  • Micron +4.2%; Samsung reportedly plans to cut PC DRAM output  [View news story]
    (Google translated...)
    After years of consolidation in the DRAM industry, it has become a Samsung, SK Hynix, Micron and other three manufacturers dominate the oligopoly market, PC market this year, weak demand, prices continued lower, especially in July contract prices dropping again, but also seriously affect DRAM Factory profit. Since the PC market continues to decline, DRAM factory bargain grab one no longer justified, Samsung now reduce PC DRAM cast sheet production capacity will be transferred to the still growing demand servers and DDR4 smart phones LPDDR4, indeed maintain stable profit DRAM business merit.

    Since last year, the three major DRAM makers are no longer blind pursuit of market share, focus on maintaining stable operating profit. Samsung, with leading manufacturers, DRAM market share of over 40 percent this year, and no new capacity aggressively amplified action, such as the end of March came the first phase of Line 17 energy production at full capacity until the end of time, new increase DRAM production capacity just to make up the 20-nanometer process technology to convert natural result of capacity diminished.

    Because of the capacity of the three plants are no longer an arms race, this year's capital expenditures will be mainly invested miniature 20-nanometer manufacturing process, but also to the market this year, DRAM bit growth rate of 25%, a record low level. But, PC market demand slack, PC DRAM prices Zoudie, DRAM plant noticeable drop in second quarter profit, Samsung this time decided to lower PC DRAM cast piece, steering demand is still growing DDR4 / LPDDR4, not only to maintain itself stable profit, you can stabilize DRAM prices, improved PC DRAM oversupply problem, it can be said to serve several purposes.

    DRAM plant began in full swing in the second half 20-nanometer process scaling, the main battlefield has changed from PC DRAM to Mobile DRAM, because Apple's upcoming new iPhone 6S / 6S Plus, equipped with Mobile DRAM capacity will be doubled to 2GB, and the second half The new Android smartphones carrying capacity is pulled up to 4GB. Samsung will now be transferred to the production LPDDR4, tantamount layout in advance, SK Hynix and Micron also expected to sync up, will certainly help to make PC DRAM market stock ahead of schedule to melt. (Commercial Times)
    Aug 5, 2015. 08:55 AM | 1 Like Like |Link to Comment
  • XPoint From Micron And Intel: A Strategic Coup  [View article]
    Please, no quick buy out. After being forced to sell half of my mu shares at low 18s (cost base 28), I need mu to go about 40... So no quick buy out please.
    Jul 28, 2015. 08:18 PM | 11 Likes Like |Link to Comment
  • Unigroup's Micron Bid Offers Trust-Building Opportunity  [View article]
    The author is legit. He is a reporter based in China, thus a lot of reports from China sources/hearsays. But his initial buyout report did stop the relentless bleeding of MU stocks... I gave him a thank you
    Jul 28, 2015. 06:34 PM | Likes Like |Link to Comment