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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.
SNDK 200.32+2.2%Nov 21 9:30 AM EST
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To: Unwelcomeguest who wrote (3595)4/6/2018 2:01:29 PM
From: Art Bechhoefer   of 4828
 
I've been somewhat skeptical about MU, especially comparing it to WDC, because MU profit margins on NAND flash components have been running far below those of WDC. Given that demand for NAND flash has been growing extremely fast, and above expectations, it is likely that MU will do well regardless. But what about those margins and the differences between MU margins and those of its competitors?

Art
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