Micron Technology, Inc.

  • Why SanDisk Is a Buy

    By Ashit Gulati - August 19, 2013 | Tickers: MU, SNDK, STX

    SanDisk (NASDAQ: SNDK) offers flash memory storage solutions. Flash memory storage consists of NOR and NAND technologies, which retain data independently even without power. Recently, it was announced that SanDisk plans to build a flash memory manufacturing plant along with Toshiba in Japan for $4 billion. SanDisk has entered into a strategic joint venture with Toshiba in order to manufacture chips with a circuit line width of 16nm-17nm. 

    The increasing more »

  • Micron Technology Has Plenty Of Upside To Offer

    By Piyush Arora - August 18, 2013 | Tickers: AAPL, MU, SSNLF

    According to a recent report by IC insights, the ASP (Average Selling Price) of DRAM modules could soar by 40% this year. The report suggests that the constrained supply of DRAM modules, and limited investments in production capacity expansions, are the main culprits. On the other hand, a couple of research reports suggest that NAND flash are in short supply, due to which, average prices of NAND contracts could increase more »

  • Choosing The Best Memory Stock

    By Adrian Campos - August 18, 2013 | Tickers: MU, SSNLF, SNDK

    The memory industry is known for being always in transition. We have seen many memory cycles since Dr. Masuoka invented the NOR & NAND types of memory for Toshiba in 1980. The market has also changed its memory preferences.

    To give an example, in the mid 90s, DRAM technology was the most popular memory format. By 1995, 15 companies were developing DRAM technology, attracted by the possible high returns that a more »

  • Is It Time to Sell This Flash Memory Supplier?

    By ANUP SINGH - August 12, 2013 | Tickers: MU, SSNLF, SNDK

    SanDisk (NASDAQ: SNDK), the leading flash-memory developing company, shared its quarterly results last month and performance was marvelous. The company effortlessly surpassed the consensus estimates. After the stellar performance in the previous quarter, I believe the company may have maxed out its profits and will be unable to show similar returns in the future. Why? I will let you know. But first, let’s take a look at the factors more »

  • Is SanDisk a Pick?

    By Adetokunbo Abiola - August 1, 2013 | Tickers: MU, SSNLF, SNDK, SNE

    SanDisk (NASDAQ: SNDK), a leader flash storage solutions, showed strong growth in its second quarter report, posting revenue that was up almost 43% on a year-over-year basis. The company’s sales were driven by the prices of chips that remained high as producers limited output increases. SanDisk’s stock rose as much as 7.3% on the news, but our focus should also be on how to trade the other more »

  • Flash Memory Profits: Heed the Delicate Balance

    By Bob Chandler - July 30, 2013 | Tickers: LSI, MU, SNDK

    The flash memory sector has been on a roll lately. Major players like Micron Technology (NASDAQ: MU), SanDisk (NASDAQ: SNDK) and LSI (NASDAQ: LSI) have all seen their stocks rise close to five-year highs. The gains shouldn’t be surprising. The need for flash memory has exploded thanks to the rise of smartphones and tablets. Increased adoption of flash memory based solid state drives, which are expected to grow 75 more »

  • 3 Internet Stocks Set to Soar

    By Chris Johnson - July 26, 2013 | Tickers: CSCO, MU, PANW

    The last time web traffic volume was expanding this fast, Microsoft shares shot up from $3.70 to $58.40, establishing a 1,500% gain in just five years. In the same time frame, Cisco Systems saw gains as high as 3,900%! Advanced Micro Devices shares grew 295%, and Intel increased over 1,700%.

    If you missed the boat on the last internet boom, you definitely don't want more »

  • Strengthen Your Portfolio’s Memory With This Company

    By tarun bachhawat - July 25, 2013 | Tickers: MU, SSNLF, SNDK

    The data storage devices giant, SanDisk (NASDAQ: SNDK), reported its second quarter earnings, beating all estimates of top and bottom line. The company has performed outstandingly in the last year with its stock price increasing over 60%, and its current quarter results just worked out as the perfect answer for what the investors can expect from the future.

    Into the numbers

    SanDisk reported revenue of $1.48 billion, a 43 more »

  • Billionaire Richard Chilton’s Long-Term Stock Picks

    By Meena Krishnamsetty - July 22, 2013 | Tickers: AVGO, COG, HD, LKQ, MU

    At Insider Monkey, we maintain a database of quarterly 13F filings from hundreds of hedge funds and other notable investors, which we have used to research investment strategies (we have found, for example, that the most popular small cap stocks among hedge funds earn an average excess return of 18 percentage points per year).

    Some investors also like to use 13Fs as sources of initial investment ideas for further research more »

  • Why This Company’s Upcoming Earnings Don’t Matter

    By Harsh Chauhan - July 16, 2013 | Tickers: AAPL, MU, SNDK

    Around three months back, flash memory maker SanDisk (NASDAQ: SNDK) had declined after releasing its first-quarter results. However, the company itself wasn’t at fault and that’s why I knew that it would bounce back. Cut to the present and SanDisk has indeed bounced back, and the year-to-date appreciation is an impressive 43%.

    When a company’s underlying business is improving and fundamentals are strong, investors should utilize any more »

  • These 3 memory companies are must-watch stocks in your portfolio

    By Adrian Campos - July 14, 2013 | Tickers: MU, SSNLF, SNDK

    Few industries are more volatile than the memory industry. This industry is always in transition! In about 30 years we have seen it all. But it's important to keep in mind that the demand for memory (in any of its presentations) never decreased. The consumption of memory bits has grown every year, showing steady growth. What changes is usually the way memory is produced and marketed, due to the more »

  • S&P 500's Top 3 Performers: Is it Time to Sell?

    By Federico Zaldua - July 14, 2013 | Tickers: CVC, HPQ, MU

    The S&P 500 is now at a new all-time high. Here I want to analyze whether its a good time to sell some of the best performing S&P 500 index members. All the three companies that I am about to review operate either in the consumer discretionary space or in the information technology sector. Since the year started, cyclicals have dominated their defensive counterparts. Out of the 30 more »
  • Micron Is Ready to Ride the Memory Market Higher

    By Adetokunbo Abiola - July 10, 2013 | Tickers: ISSI, MU, SSNLF, SNDK

    The memory market is showing an improvement in both DRAM and NAND segments. The mere mention of the memory market will, in most, elicit the knee-jerk reaction of relief for Micron Technology (NASDAQ: MU). Before DRAM prices recovered, Micron missed Wall Street’s consensus estimates for eight consecutive quarters.

    Companies such as Samsung (NASDAQOTH: SSNLF) and SanDisk (NASDAQ: SNDK) are also active in the memory market and are aggressively trying more »

  • Will This Busted Tech Stock Ever Return to Glory?

    By Mark Holder - July 8, 2013 | Tickers: FIO, MU, STX

    Anybody that has invested in Fusion-io (NYSE: FIO) since the IPO back in 2011 probably has given up on catalysts for a rebound. The stock originally plunged as top customers Apple and Facebook supposedly reduced spending for the short-term, yet it has now led to the founders leaving the company, further questioning its growth potential.

    The leader of server-side flash storage has seen a lack of growth in the two more »

  • These Winners Should Continue Winning This Year

    By Harsh Chauhan - July 6, 2013 | Tickers: CREE, GA, MU

    As 2012 was drawing to a close, I’d expected certain stocks to outperform the market in 2013 and had covered them in a series of articles last December. When I reviewed some of my picks at the end of the first calendar quarter of 2013, I found that some had exceeded my expectations while some hadn’t.

    However, those which hadn’t done well bounced back in Q2 and more »

  • These Chip Makers Have Upside Despite Double-Digit PC Slump

    By Chris Lau - July 1, 2013 | Tickers: AMD, INTC, MU, NVDA

    International Data Corporation (IDC) provided another somber outlook for the personal-computing market. IDC forecast quarterly shipments to drop 11.7% starting from May. The net growth for 2013 will be 7.8%. With such a negative outlook, are any PC suppliers and builders a good investment? Thankfully, a number of chip suppliers lowered their reliance on the PC market for sales, unlike PC makers such as Dell or HP. There more »

  • A Memory Bet You Can't Forget

    By Red Chip - June 25, 2013 | Tickers: MU, SNDK, STX, WDC

    SanDisk (NASDAQ: SNDK) is a global leader in flash-memory storage solutions. It designs, develops, and manufactures flash-memory cards that are used in various electronic products. SanDisk’s flash-memory products include solid-state device (SSD), memory cards for smartphones and cameras and flash products used in electronic devices including tablets, laptops, and computing platforms.

    Fundamentals

    In the first quarter of 2013, SanDisk revenues grew by 11.21% year over year, to $1 more »

  • Micron Finally Swings Back to a Profit

    By Daniel James - June 21, 2013 | Tickers: MU, SSNLF, SNDK

    Clearly, the last few years have been hard on some hardware producers, as both market conditions and consumer behavior have changed drastically in recent times. Micron Technology (NASDAQ: MU) is one of the firms that have been struggling to turn a profit for a while now, as the semiconductor memory business in which it operates has been extremely poor. Now, for its most recent quarterly report, the firm has printed more »

  • A Trend in Technology and a Simple Way to Profit From It

    By Harsh Chauhan - June 20, 2013 | Tickers: AAPL, MU

    When there’s a clear cut trend that can be easily seen, it becomes easier to profit from it. An ongoing trend in the technology industry is the rise in the prices of NAND and DRAM (dynamic random access memory) this year. After facing a period of depressed prices last year, manufacturers decided to cut down supply and this has yielded positive results.

    Back in the black

    Hence, there’s more »

  • 3 Techs You Should Watch on Thursday!

    By Brian Nichols - June 20, 2013 | Tickers: FNSR, MU, RHT

    Technology is one of the most volatile sectors in the market, and can quickly return some of the largest gains. In this piece, I am looking at three different tech companies that are responding to strong quarterly performances, and trying to determine if any are a “buy”!

    Low expectations produce quarterly beat

    After losing almost 15% of its value in 2013, shares of Red Hat (NYSE: RHT) traded higher by more »

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