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

To: Sam who wrote (77042)	9/14/2017 11:42:29 PM
From: Elroy	Respond to of 95757

That post by me that you replied to was about valuing MU stock price. You were using PE ratios. I suggested some alternative metrics which might be more useful for capital intensive companies like Micron. I don't have much of any in depth understanding or view of DRAM, so I generally won't comment on the DRAM industry. I got nothing against MU. I hope they do great and keep buying SIMO controllers. But you should somehow incorporate MU's continuous cash capital expenses in your valuation process, that's all....