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Zach Te Winkel

Zach Te Winkel
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  • Micron Becalmed - 'A Painted Ship On A Painted Ocean' [View article]
    Seeker and Bill, is there a fear that when MU "catches up"
    To 20nm toward the end of this year that Samsung will already be down to 16nm or something like that?
    May 17, 2015. 03:06 AM | 2 Likes Like |Link to Comment
  • Micron Becalmed - 'A Painted Ship On A Painted Ocean' [View article]
    Great to hear from two Studs like Bill and Russ.. Russ question for you as you often mention the spot price. Kipp at Jefferies Conf. This past week mentioned that the 3rd party data does not pick up the price for direct Customera that build their systems (like Facebook, Microsoft, Amazon, etc...). To me there is such a disconnect to Microns comments / performance and several analysts and market perception. Thoughts? I appreciate your time.
    May 15, 2015. 06:04 PM | 3 Likes Like |Link to Comment
  • Micron DRAM Share: A Rumor Of War? [View article]
    @doggie, they have higher capex needs which is part of the reason for Lower PE, thus no dividend is likely but I still love the stock here.
    May 15, 2015. 01:53 PM | Likes Like |Link to Comment
  • Drexel Hamilton downgrades Micron; shares -2.6% [View news story]
    How about a PE of 2... That seems reasonable. I don't get this market. Maybe it's bad we have so many large institutional investors that drive this stock up and down.
    May 14, 2015. 11:26 AM | 4 Likes Like |Link to Comment
  • Micron Technology: Given Future Potential, Patience Is A Virtue [View article]
    Bill, I know nothing but I was thinking it would be a bland pick like this. Micron does not seem like the type to bring in some hot shot CFO. While not great short term his background should help over the longer term.
    May 5, 2015. 11:04 AM | 4 Likes Like |Link to Comment
  • Micron Technology: Given Future Potential, Patience Is A Virtue [View article]
    Sorry dumb auto correct. I meant to say... micron can sell to others at higher margins than Apple. The auto in the above article that is post about apple and Samsung does not grasp that. Also Apple is going to look out for Apple and not do business with Samsung just to do business with them. The bigger issue is is Samsung innovates faster over the long run and has a superior product at a Lower cost... Micron needs to worry about that and focus on innovation and cost, the rest will take care of itself.
    May 3, 2015. 06:26 AM | 5 Likes Like |Link to Comment
  • Micron Technology: Given Future Potential, Patience Is A Virtue [View article]
    It is about supply and demand. Mobile DRAM demand is high... Supply is Low. Micron can Cell to other business at higher margins. The author does but have s souls grasp.
    May 3, 2015. 01:28 AM | 1 Like Like |Link to Comment
  • Micron DRAM Share: A Rumor Of War? [View article]
    A great update of the research note released by Stiefel Nicholas - PT $47. http://bit.ly/1DJBPq5
    Apr 25, 2015. 05:33 AM | 7 Likes Like |Link to Comment
  • Micron DRAM Share: A Rumor Of War? [View article]
    Thanks Jeret and Bill.
    Apr 24, 2015. 08:58 AM | 1 Like Like |Link to Comment
  • Micron DRAM Share: A Rumor Of War? [View article]
    Thoughts on this potential Threat? http://bit.ly/1KaEMW1
    Apr 23, 2015. 08:12 PM | 2 Likes Like |Link to Comment
  • Micron DRAM Share: A Rumor Of War? [View article]
    That is a big buy! Wonder if it was micron itself or some hedge fund or mutual fund.
    Apr 22, 2015. 11:44 AM | 2 Likes Like |Link to Comment
  • Micron DRAM Share: A Rumor Of War? [View article]
    I agree with Allen... To be honest I think it was as much being said to send a message than actually something that will happen in any real significant amount.
    Apr 22, 2015. 10:50 AM | 3 Likes Like |Link to Comment
  • Micron DRAM Share: A Rumor Of War? [View article]
    @JasonC - your comments are the safe bet and what history tells us. Those that make a lot in the market understand changes in history / technology. I am strongly in the camp it is different this time and if and when that is proved out we have PE expansion plus expansion of earnings which makes for mister gains. This is why I feel we will see $40 in 12-16 months and $50 in 24 months or less.
    Apr 22, 2015. 07:38 AM | 6 Likes Like |Link to Comment
  • Micron DRAM Share: A Rumor Of War? [View article]
    Basco73... Very interesting. William another great article. I love reading your work and I fully agree. $40 in 12-16 months minimum.
    Apr 21, 2015. 05:29 PM | 7 Likes Like |Link to Comment
  • Micron Bulls' Worst Fears Have Been Confirmed [View article]
    I don't respond with visceral reactions and neither do most of the smart responders. My point is you are missing why it is different this time compared to the long cycle. The long cycle has had 2-3 years out of 10 with negative earnings. That is the only rational reason for so many of MU's lower valuation metrics. If the we stagnate here and then grown longer term In up cycles a forward PE or 11-12 is more warranted. Tell me why MU is deserving this valuation compared to the market and competitors when they are positioned better than many?
    Apr 18, 2015. 05:57 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
102 Comments
292 Likes