2013 I published an article about Micron Technology ( MU ) and recommended the memory chipmaker ..... nature but it lend momentum to Micron 's shares. It was also a clear ..... outlook brightened. Shares of Micron subsequently corrected into the
Rajvindra Gill has launched coverage on Micron ( MU +1.8% ) with a Buy and $30 PT, while ..... aided by the Elpida deal) have led Micron 's forward P/E (based on FY15 estimates ..... ongoing rally seen by its shares. He argues Micron should trade at 12x-14x EPS and 3x
By Russ Fischer : The memory business has been notorious over the years for boom and bust cycles. Whoever said, "The cure for high prices is high prices" or "The cure for low prices is low prices" had to have the memory business in mind. In the past the shortages and resultant price booms have ...
has been the world's market leader by volume for 6 years, though Sony ( SNE ) leads by revenue. Other competitors include Micron 's ( MU ) spinoff Aptina and Samsung (GM: SSNLF ), as well as a number of tiny Chinese companies. 65% of OmniVision's sensors
presentation ChipMOS counts the who's who of the semiconductor industry as its customers. One of the most notable customers is Micron ( MU ) which has emerged as a big winner from the ongoing consolidation of the memory industry through its acquisition of the Japanese
rise 40.3% in 2013. DRAMeXchange's 2014 bit supply estimate is lower than the well-received 40% forecast provided by Micron ( MU -0.3% ) in August. SanDisk ( SNDK +0.4% ) has also been predicting NAND's supply/demand balance will remain healthy
By Prescient Investment Analysis: Micron Technology Inc. ( MU ), based in Boise, ID, has rewarded investors with ..... are a number of notable persons who have gotten behind Micron recently. Perhaps David Einhorn , who has recently spoken
SAN FRANCISCO, Nov 25 (Reuters) - David Einhorn's hedge fund Greenlight Capital reported a stake of about 23.02 million shares in U.S. memory chipmaker Micron Technology , according to a filing on Monday.
Einhorn announced Greenlight Capital has taken a position in Micron ( MU ), Greenlight has disclosed it owns 23M shares of the DRAM/NAND flash vendor. That's good for a 2.2% stake. ( 13F ) Micron had already shot higher in response to Einhorn's original
shot hedge fund manager to jump on the Micron ( MU ) express. Einhorn confirmed his firm's new long position in Micron while speaking at an investor conference ..... Greenlight Capital reported no holdings in Micron for the latest 13F reporting period