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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Sam who wrote (53552)9/5/2011 4:37:38 AM
From: pcyhuang  Read Replies (2) | Respond to of 95531
 
Re: MU

Sam, You wrote: "Does Intel really want to get back into DRAM? And they just sold Numonyx to Micron--do they want to buy it now?"

I think MU's big attraction right now is its current valuation as compared to what it was several months ago. Moreover, with 30-year long term financing available as little as 3%, it would make a lot of sense for Intel to make a big strategic acquisition now.

k