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

To: pcyhuang who wrote (54442)	10/29/2011 11:41:12 AM
From: Donald Wennerstrom	1 Recommendation Read Replies (1) \| Respond to of 95738

Good article that brings out the potential value of MU over the longer term. If a couple of things go right for the company, such as settling the lawsuit with RAMBUS without getting "killed", the stock price could do very well. As your chart shows, MU was selling around 12 in May of this year. It closed this week at 5.88. At least a possible double from here if things go right. Don

To: pcyhuang who wrote (54442)	10/29/2011 8:59:10 PM
From: Donald Wennerstrom	1 Recommendation Respond to of 95738

Getting back to your point on MU and Samsung cooperating in memory technology. That should be a positive over time. Mu was "hammered" when they reported quarterly earnings less than expected at the end of September. In 5 days the stock went from 6.58 to 4.32, a 34 percent loss. I thought the selloff was much more than warranted so I jumped in and bought 1000 shares, med to long term at 5.05 that was reported on 9/30( turns out I should have waited a day longer to buy - stock dipped to 4.32). Message 27672034 Message 27677011 However, MU has been in the uptrend this month like many of the other stocks, and closed at 5.88 on Friday giving me a gain of 16+ percent for the month. I think it will potentially go further so I am holding for the moment for a longer term gain.