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Micron Technology, Inc.

  • Three Stocks I’m Buying On Upgrades

    By Brian Nichols - June 17, 2013 | Tickers: DLTR, LL, MU

    Analysts were hard at work on Monday – upgrading countless stocks – but these are the ones that I find most attractive. These three upgrades are well reasoned, and are stocks that I believe have a significant amount of upside potential.

    Don’t Fight The Trend!

    In 2011/2012, I hated Micron Technology (NASDAQ: MU) – but after seeing a 100% rise in DRAM prices and boosts in NAND – I am very optimistic more »

  • Will New Cloud Storage Technology Impact SanDisk's Stock Price?

    By Kiran Gulati - June 17, 2013 | Tickers: MU, SNDK, STX

    SanDisk (NASDAQ: SNDK) is a leader in NAND flash storage solutions and software. NAND is a flash storage technology which independently retains data without power. It reduces the cost-per-bit, and elevates chip capacity that enables flash memory to compete with traditional storage devices such as hard disks.

    I believe over the next few years, rapidly growing demand for smartphones will be a key revenue driver for SanDisk and the overall more »

  • Why This Stock Should Continue Its Blazing Run Post Earnings

    By Harsh Chauhan - June 12, 2013 | Tickers: AAPL, MU, SNDK

    Chip maker Micron Technology (NASDAQ: MU) has been on fire this year as shares have more than doubled. The stock’s resurgence this year has been helped by improving fundamentals of the DRAM (dynamic random access memory) and NAND markets while a terrific earnings report earlier this year in March ensured that the rally didn’t lose steam.

    As such, the upcoming third-quarter earnings report next week and the accompanying more »

  • Not the Best Play in the Semiconductor Industry

    By Matthew Frankel - June 7, 2013 | Tickers: INTC, MU, NXPI

    Micron Technology (NASDAQ: MU) is one of my favorite speculative tech plays, but lately I think shares may have gotten a little bit ahead of themselves. In fact, shares have ridden the recent bull market so much that shares have more than doubled over the past eight months. Having said that, I still think that this company has a bright future ahead of it, I’m just not sure that more »

  • A Promising Future for Data Storage Stocks

    By Damian Illia - June 6, 2013 | Tickers: MU, SNDK, WDC

    In the technology business, staying innovative is central to a firm’s success. Some data storage companies seem to understand this and focus on rising technologies like Solid State Drives (SSDs), which position them to benefit from the increasing demand and the switch to these technologies.

    In this article I will take a look at three firms that seem to be leading in the SSD segment and offer compelling growth more »

  • Industry Consolidation Calls for DRAM Price Appreciation

    By Red Chip - June 6, 2013 | Tickers: MU, SSNLF, TOSBF

    Investors who are following the DRAM industry must be aware of the depression in prices, which have had a harsh effect on DRAM manufacturers. This decline in prices was due to the sluggish PC market. In the DRAM industry, Samsung (NASDAQOTH: SSNLF), Toshiba (NASDAQOTH: TOSBF) and Micron Technology (NASDAQ: MU) are the key manufacturers.
     
    In May, double data rate 2 (DDR2) memory prices dropped down below $2, while the manufacturing more »

  • A Joint Venture That Will Rule the NAND Industry

    By Piyush Arora - May 31, 2013 | Tickers: MU, SSNLF, SNDK, TOSBF

    This year’s Consumer Electronics Show (CES 2013) did more than just pump up the adrenaline levels of geeks. Qualcomm’s latest Snapdragon 800 and NVIDIA’s Tegra 4 chips are not only blazing fast, but have also unfolded growth prospects for the hard drive industry. These chips are capable of recording and rendering 4k content, which would naturally pump up the data storage requirements with their gradual adoption.

    Good more »

  • Billionaire Steve Cohen’s Top Stock Picks

    By Meena Krishnamsetty - May 28, 2013 | Tickers: AMZN, EQT, MU, SU, V

    In mid May, billionaire Steve Cohen’s SAC Capital Advisors filed its 13F with the SEC, disclosing many of its long equity positions as of the end of March; see the filing on the SEC's website. Even though the information in these filings is a bit old, there are still multiple ways for investors to use it.

    We have found that the most popular small cap stocks among hedge more »

  • The Solid-State Hardware Revolution

    By Daniel Cawrey - May 23, 2013 | Tickers: FIO, MU, STX

    Hard drives? Who uses them anymore? Actually, we all still do. But the technology is changing. The progression in storage technology has probably been most recognized with Apple's products. It could be seen about a decade ago as iPods and MacBooks began to move from regular platter-based hard drives to solid-state storage. That made those products so thin and light, replacing the clunky look for more mobile and sleek more »

  • A Chipmaker That's About to Pop

    By Piyush Arora - May 13, 2013 | Tickers: MU, SSNLF, TOSBF

    Anybody who is following the DRAM (Dynamic Random Access Memory) industry must be aware of the recent crash in DRAM prices, which wreaked havoc on most DRAM manufacturers. The crash was a result of falling PC sales, while ultrabooks failed to grow at the expected rate.

    To counter the falling prices, DRAM manufacturers, including Toshiba (NASDAQOTH: TOSBF) and Samsung (NASDAQOTH: SSNLF), cut the production of their memory modules, which, coupled more »

  • $10 Billion Fund Bullish on This ‘Fab Four’

    By Meena Krishnamsetty - April 27, 2013 | Tickers: MU, NTES, WFT, WLP

    Orbis Investment Management has a $10 billion 13F portfolio managed by William Gray. The firm invests in value stocks using contrarian ideals mixed with a fundamental analysis of each company, in combination with a top-down stock picking approach. Judging by the largest positions in the fund, we can see favorable economic trends first, company fundamentals second quite clearly. Orbis seems to follow a strategy of narrowing down certain sectors of more »

  • Einhorn Reducing Position in Marvell

    By Mike Thiessen - April 27, 2013 | Tickers: MRVL, MU

    David Einhorn’s Greenlight Capital is the largest holder of Marvell Technologies (NASDAQ: MRVL), owning close to 10% of the outstanding shares. Early in April, Greenlight trimmed its position in Marvell. In three Form 4 SEC filings, the position was trimmed by 1.64 million shares from the 51.8 million in the Dec. 31, 2012 filing. There were no additional filings since but this could be a sign Einhorn more »

  • Should We Follow Robert Karr Into This Stock?

    By Anh HOANG - April 22, 2013 | Tickers: INTC, MU, SSNLF

    Robert Karr, one of the Tiger Cubs, who learned investing knowledge from famous investor Julian Robertson, managed to deliver sweet annualized returns of more than 22% during the period of 1999-2010. With more than $900 million in total assets under management, he holds a concentrated portfolio with only 14 stocks.

    In the first quarter of 2013, he accumulated shares of Micron Technology (NASDAQ: MU), a global semiconductor company. As of more »

  • Should We Follow Robert Karr Into Micron Technology?

    By Anh HOANG - April 17, 2013 | Tickers: INTC, MU, SSNLF

    Robert Karr, one of the Tiger Cubs, who learned investing knowledge from famous investor Julian Robertson, has managed to deliver sweet annualized return of more than 22% for investors in the period of 1999-2010. With more than $900 million in total asset under management, he holds concentrated portfolio with only 14 stocks.

    In the first quarter of 2013, he accumulated shares in Micron Technology (NASDAQ: MU), a global semiconductor devices more »

  • Be Prepared, This Stock Could Jump After Earnings

    By Harsh Chauhan - April 15, 2013 | Tickers: AAPL, MU, SNDK | Editor's Choice

    When flash memory company SanDisk (NASDAQ: SNDK) issued a cautious outlook in its last earnings release in January, I knew that there was more than advertised. SanDisk had decided to scale down NAND supply in an effort to support prices, and the move seems to have worked well so far. A better pricing environment has instilled confidence in the stock, which is evident from its year-to-date gain of around 35 more »

  • Be Prepared, This Stock Could Jump After Earnings

    By Harsh Chauhan - April 15, 2013 | Tickers: AAPL, MU, SNDK | Editor's Choice

    When flash memory company SanDisk (NASDAQ: SNDK) issued a cautious outlook in its last earnings release in January, I knew that there was more than advertised. SanDisk had decided to scale down NAND supply in an effort to support prices, and the move seems to have worked well so far. A better pricing environment has instilled confidence in the stock, which is evident from its year-to-date gain of around 35 more »

  • Be Prepared, This Stock Could Jump After Earnings

    By Harsh Chauhan - April 13, 2013 | Tickers: AAPL, MU, SNDK

    When flash memory company SanDisk (NASDAQ: SNDK) had issued a cautious outlook in its last earnings release in January, I knew that there was more than what was meeting the eye. SanDisk had decided to scale down NAND supply in an effort to support prices, and the move seems to have worked well so far. A better pricing environment has instilled confidence in the stock, which is evident from its more »

  • This Tech Stock Is Poised to Move Higher

    By Marshall Hargrave - April 12, 2013 | Tickers: ADI, ARMH, MU

    Micron Technology (NASDAQ: MU) continues to fly. What's more is there could be even more upside to the stock in the coming months. The stock is already up more than 40% year-to-date, but its pending acquisition of Elpida could send the stock even higher. 

    The approval to acquire the assets of bankrupt Elpida is one of Micron's biggest short-term catalysts that could push the stock higher. The addition more »

  • This Tech Stock Poised To Move Higher

    By Marshall Hargrave - April 9, 2013 | Tickers: ADI, ARMH, MU

    Micron Technology (NASDAQ: MU) continues to fly. What's more is there could be even more upside to the stock in the coming months. The stock is already up over 40% year to date, but its pending acquisition of Elpida could send the stock even higher. 

    The approval to acquire the assets of bankrupt Elpida is one of Micron's biggest short-term catalyst that could push the stock higher. The more »

  • These Stocks Beat the Market in Q1 and Could Climb Higher

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

    The markets have been off to a great start in 2013, with the S&P 500 gaining close to 12% in the first three months of the calendar year. Who would have thought that this was possible as 2012 drew to a close, with last minute wrangling over the fiscal cliff deal and the sticky situation in Europe? However, the stock market has rallied strongly, and those who had their more »

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