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 : WDC, NAND, NVM, enterprise storage systems, etc.
SNDK 283.13+4.3%Nov 12 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: BeenRetired who wrote (4198)8/12/2019 3:43:01 PM
From: Charlie Smith3 Recommendations

Recommended By
JCnieuwenj
Return to Sender
Sam

   of 4827
 
Micron at KeyBanc Technology Leadership Forum sees demand coming back in a pretty meaningful way (42.25 +0.73)

Inventory is high but sees path to reduce it as demand comes back in pretty meaningful way (cloud and graphics); seeing demand elasticity. Seeing pockets of tight supply with certain customers in DRAM and NAND Will remain cautious with costs, cap-ex Would've hit high end of revenue guidance absent Huawei disruption last quarter. Gross margins healthy despite downturn Will be second best year for Micron on record (Q4 ends this month)
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