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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: Skeeter Bug who wrote (53880)	9/28/2007 12:10:47 PM
From: tech101	Respond to of 53903

Taiwan Semiconductor and Micron: After Hard Hits, Potential Upside posted on: September 28, 2007 \| about stocks: MU / TSM seekingalpha.com:80/article/48447-taiwan-semiconductor-and-micron-after-hard-hits-potential-upside?source=d_email I have my sights set on picking up some shares of Micron Technology, Inc. (MU) and Taiwan Semiconductor Manufacturing Company Limited (TSM). Both stocks are down for the year. Micron in particular has been hit quite hard. A flash memory partnership with Intel should bear some results as Intel Corporation gears up to market the product as a replacement for magnetic hard drives. Retail pricing remains to be seen. If pricing is low enough, I see a large number of OEM’s picking up the technology. I’ve been waiting for years to see affordable flash-based hard drives, also known as solid-state hard drives. The technology has many inherit advantages over traditional hard drive designs. Flash drives have no moving parts, thus are prone to less damage, heat and noise. The best advantage over traditional hard drives I see is an incredible speed improvement. Take a look at this Street.com article, Intel Prepares Flash Attack, for a look into the Micron and Intel partnership.

To: Skeeter Bug who wrote (53880)	10/1/2007 3:56:27 AM
From: tech101	Respond to of 53903

Barron's TECHNOLOGY TRADER MONDAY, OCTOBER 1, 2007 By ERIC J. SAVITZ online.barrons.com IN THE LATEST SIGN of strength in personal computers, handsets and other consumer electronics, Toshiba (TOSBF) last week said it has sold out its supply of NAND flash memory through the end of the year, and is turning away business. That bodes well for Micron Technology (MU), which reports results Tuesday for its fiscal fourth quarter ended August. Micron shares are always volatile; they are the classic example of a trading stock as opposed to an investing stock. Never consistently profitable, the chip maker's fortunes are determined in no small measure by the state of the memory-chip market. Some still equate Micron with DRAM, but over the years, the company has diversified a bit. Daniel Amir, an analyst with Lazard Capital Markets, asserted last week that the upcoming earnings could hold a positive surprise in the form of better-than-expected NAND results. He sees revenue of $1.46 billion and a loss of 12 cents a share, versus the consensus of $1.39 billion and a loss of 23 cents. Meanwhile, investors await word on the potential sale of Micron's image-sensor business. Amir thinks the unit will be spun off in the first half of next year -- a move that could act as a catalyst for the stock. He thinks the stock, which last week was a bit north of 11, can reach 14.