Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 312.18

-0.2%

4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

Recommended by:

Return to Sender

To: robert b furman who wrote (64690)	6/24/2014 12:57:09 PM
From: Donald Wennerstrom	1 Recommendation Read Replies (1) of 95541

MORGAN STANLEY EXPECTS MEMORY BOOM TO CONTINUE FOR MICRON TECHNOLOGY 9:14 AM ET 6/24/14 \| S&P Capital IQ In a report published Tuesday, Morgan Stanley analyst Joseph Moore reiterated an Equal-Weight rating on Micron Technology (NASDAQ: MU). In the report, Morgan Stanley noted, "We expect DRAM to remain reasonably tight over the next several months. With the stock up ~47% YTD, >3x tangible book value, and 10x our estimate for peak EPS, we prefer a better entry point. We continue to believe that memory stocks have a relatively well defined earnings cycle despite acknowledging some secular positives; still, structural improvements are significant and should drive a longer profit cycle."

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next