SI
SI
discoversearch

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 270.83+1.0%Nov 21 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: bigchad who wrote (78775)1/28/2018 12:48:31 AM
From: Elroy2 Recommendations

Recommended By
Kirk ©
Return to Sender

  Read Replies (3) of 95456
 
I'll give it a shot on Micron and it's low valuation.........

As long as you're competing with Samsung DRAM and NAND cannot possibly retain super high profit margins for an extended period. If profit margins on the two memory product lines are high, Samsung will invest enough to gain market share to capture these super high profits, SK and MU will have to also over invest or lose share, and the result (at some point in the future) will be that prices will collapse due to the high production capacity of NAND and DRAM by all three of these guys.

That's the same story that has been in place throughout the history of memory.

Why are you Micron bulls so confidant that it's no longer accurate?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News