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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.
SNDK 244.72-7.9%3:59 PM EST
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From: Unwelcomeguest6/15/2018 4:18:32 PM
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Comment about NAND pricing trend in this blurb about Micron. Received in my eTrade account.

DRAM supply/demand tightness should continue in second half of 2018, says Baird
1:23 PM ET 6/15/18 | MarketWatch


DRAM supply/demand tightness should continue in second half of 2018, says BairdBaird analyst Tristan Gerra recently met with companies in Asia and left with an "incrementally positive outlook" on DRAM trends for the latter half of the year. "In DRAM, double-digit content increases (data center, smartphones) remain a key catalyst for continued tight supply/demand," Gerra wrote. "In NAND, pricing trends remain very healthy relative to historical trends, while high demand elasticity should benefit revenue." In conjunction with the note, Gerra maintained his outperform rating and $100 price target on Micron Technology Inc. (MU) shares. The stock is down 1.8% in Friday trading but up 90% over the past 12 months, compared with a 33% rise for the PHLX Semiconductor Index and a 14% gain for the S&P 500 .

-Emily Bary; 415-439-6400; AskNewswires@dowjones.com

> Dow Jones Newswires

June 15, 2018 13:23 ET (17:23 GMT)

Copyright (c) 2018 Dow Jones & Company, Inc.

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