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

SNDK 267.80

+11.8%

Nov 10 3:59 PM EST

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To: Sam who wrote (4402)	4/27/2020 2:31:08 PM
From: Moonray	Read Replies (1) of 4826

Two "pure plays" on the U.S. memory industry are Micron Technology ( NASDAQ:MU) and Western Digital( NASDAQ:WDC). Memory and storage products have a very, very long runway for growth, as artificial intelligence, 5G, and cloud computing all require massive amounts of storage and memory. In fact, according to hard disk drive manufacturer Seagate ( NASDAQ:STX), the amount of data created every five hours this year will equal all the data created during the entire year of 2002. Yet while the growth profile is definitely there, memory manufacturers are also highly cyclical, as the prices of each company's products can fluctuate wildly with supply and demand, like oil or any other commodity. In addition, these companies produce all their own chips, and thus have to own, invest in, and run their own factories, which carry high fixed costs. As such, chipmakers tend to have a boom-and-bust cadence, even though the long-term trend is definitely up. That has made the stocks of both Western Digital and Micron extremely cheap compared to other tech stocks, even though each company's growth profile is robust. For those looking for a great value stock in the technology space today, which is the better buy? More at: Better Buy: Micron vs. Western Digital \| The Motley Fool o~~~ O

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