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Strategies & Market Trends : Value Investing
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To: Elroy who wrote (77941)8/20/2025 1:01:34 PM
From: Madharry  Read Replies (1) of 78523
 
MU- I dont know what it means that a stock is confused. I think you are right to look at this as 3 separate business but I believe Mr. Market is currently wrong to say this is a stock that should trade for 10 times next years earnings. I could see that if they did not have HBM but they do. and also like you say DRAM is now an oligopoly,
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