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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc. -- Ignore unavailable to you. Want to Upgrade?

To: Unwelcomeguest who wrote (3595)4/6/2018 2:01:29 PM
From: Art Bechhoefer  Respond to of 4828
 
I've been somewhat skeptical about MU, especially comparing it to WDC, because MU profit margins on NAND flash components have been running far below those of WDC. Given that demand for NAND flash has been growing extremely fast, and above expectations, it is likely that MU will do well regardless. But what about those margins and the differences between MU margins and those of its competitors?

Art


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