Q2 and 7.1% YTD. Among the fund's biggest gainers was Micron ( MU -1.2% ), with Einhorn noting last year's spike in DRAM ..... is in a bubble. Among Greenlight's largest positions are Micron , Apple, Lam Research, and Marvell Technology. Of the Lam
Electric Phred: Over the past several years, Micron Technology (NASDAQ: MU ) has regularly issued convertible debt and assured ..... Through the miracles of non-GAAP accounting, Micron implies that the dilution is "only" 130 million
By Retired Securities Attorney : This article is a follow to my recent article My New Micron Price Targets , which was published June 27th. As with the first article, this article will have a lot less numbers than is usual
Micron ( MU -0.7% ) is selling $750M worth of senior notes due 2025. The memory ..... other convertible debt, and for "other general corporate purposes." Micron had $4.3B in cash and short-term investments as of May 29, and
By Andres Allende, CFA : What a classic. A promising secular growth story gives birth to a difficult industry. Good and bad managed companies drive extreme competition. The "arms race" is inevitable and bust-follows-boom-follows-bust for the memory makers globally, again and again. It is boom times
By Shock Exchange : (click to enlarge) Source: Anchor's Anti-Bullying Message Via Mashable.com Earlier this week SanDisk Corporation (NASDAQ: SNDK ) shot the lights out on it Q2 earnings. The company's Q2 revenue of $1.63 billion increased 11 percent on a year-over-year basis and increased 8 ...
growth, 6% ASP declines, and 3% cost declines; instead they did 31% bit growth, 16% ASP declines, and 12% cost declines." Micron (NASDAQ: MU ) continues following SanDisk lower. Needham recommends buying on the weakness. 1 comment!
By Shock Exchange : Yesterday SanDisk Corporation (NASDAQ: SNDK ) had its Q2 2014 earnings release and shot the lights out just like we predicted. Second quarter revenue of $1.63 billion increased 11 percent on a year-over-year basis and increased 8 percent sequentially. On a non-GAAP basis, net ...
to $343M. Ahead of the Fusion-io deal , SSD solutions (higher-margin) made up 29% of revenue vs. 16% a year ago. Micron (NASDAQ: MU ), which has also been on a tear, is following SanDisk lower. CC at 5PM ET, guidance should be provided. Q1 results
By Arie Goren: Micron Technology Inc. (NASDAQ: MU ) stock has surged strongly ..... Moreover, since the start of 2013 MU 's stock has gained an astounding ..... Nevertheless, in my opinion, MU 's stock still has plenty ..... the long term. The company Micron is the largest U.S. memory