NAND prices climbing, DRAM price hikes went through for second half of April, cut capex after they reported, quarter wasn't as bad as it could have been...
I don't see why we won't get upgrades here.
PS: I'm long some.
Friday, April 11, 2008
Micron (MU) upgrades coming?
Posted by
Roy Howard
at
4/11/2008 11:09:00 AM
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- Micron (MU) upgrades coming?
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2 comments:
Suspect you're right about upgrades: The analysts started to warm up to Micron after it didn't dive on the lousy qtr: http://blogs.barrons.com/techtraderdaily/2008/04/03/micron-gains-despite-weak-results-turnaround-time/?mod=BOLBlog
We'll see. Hopefully they're just gaming Intel... might make more sense to do it after Intel gives the lay of the land. Maybe I should have done that!
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