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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: IndependentValue who wrote (52893)12/5/2013 4:55:35 PM
From: Shane M  Respond to of 78753
 
re: MU. You may have already discussed this here (I don't do a good job of keeping up), but Russ Fisher on seeking alpha has ran several articles indicating he sees MU as a buyout candidate for INTC, and he sees Intel moving into SSD in a big way w/ their new fab capacity that has yet to come online.

some of his articles are here - his thinking has played out over several articles, but the most recent ones discuss this idea also:
seekingalpha.com