Re: MU quandary
I own 2300 shares and have been in and out over a number of years when Dram and NAND were totally considered commodities. The sp of MU still carries that stigma but now there are fewer players and Sammie and MU are major in both. I know it’s still having cycles based on the latest best chip but the reality is that MU has solid forward contracts with both suppliers and buyers. If this continues to follow the Naz down I have some level of confidence longer term in buying in at 70s and below. Sorry this board has lost some seasoned contributors but they check in occasionally.