My Investing Thesis for Micron Technology; Seeing Value Amidst the Wasteland
Home ›
Trust:3
Votes:12
Views:132
After establishing a position in the company for the Secular Trends Model, several readers asked if I was sure I meant THAT Micron. Believe it or not, I think the worst is behind this company after dumping its worst-performing division and beefing up their industry-best balance sheet.
I see several important catalysts heading into the second half of the year, including the release of Windows 7 and new Windows Server, and a hotbed of activity in the smartphone market. Because of these trends, I think OEMs will embark on a sizable inventory build heading into the Fall.
EpiphanyOne
Read the full article: http://epiphanyinvesting.com/2009/06/26/micron-technology-ea...
Tickers:
DRAM
I am not a techie PhD by marketnews
Nothing here.


