WDC, NAND, NVM, enterprise storage systems, etc. Message Board

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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.

SNDK 254.16

+4.3%

Nov 14 9:30 AM EST

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To: bigchad who wrote (3981)	10/10/2018 2:33:57 PM
From: Sam	Read Replies (1) of 4827

our SOTP shows that investors are valuing the Flash business at essentially zero, and well below 4x for Micron; Buy. How do they figure that Micron's flash business is valued at 4x?! Their DRAM business constitutes the vast majority of their profits and the stock itself is barely 4x (assuming about $10 or so for FY19 earnings).

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