Micron Technology

MU-Q

NASDAQ:MU

85.62
0.91 (1.07%)
Micron Technology, Inc. is an American global corporation based in Boise, Idaho which produces many forms of semiconductor devices, including dynamic random-access memory, flash memory, and solid-state drives.
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Analysis and Opinions about MU-Q

Signal
Opinion
Expert
Chart
BUY
BUY
October 12, 2011
Probably never earns its cost of capital. Highly capital intensive business. When there is an excess of DRAMs, price is driven down to marginal costs, which loses them tons of money but they have to keep reinvesting in the latest technologies. Manufacturers NAN, which is flash memory. Timing is now looking good. Could be volatile but in 6 months from now you’ll be better off owning it.
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Micron Technology (MU-Q)
October 12, 2011
Probably never earns its cost of capital. Highly capital intensive business. When there is an excess of DRAMs, price is driven down to marginal costs, which loses them tons of money but they have to keep reinvesting in the latest technologies. Manufacturers NAN, which is flash memory. Timing is now looking good. Could be volatile but in 6 months from now you’ll be better off owning it.
Ian Ainsworth
Price
$5.200
Owned
Unknown
SELL
SELL
September 16, 2010
Well below its 200-day and 50-day moving averages. Would rather see it get above those levels before buying. If you own, consider looking at others in the technology space such as Xilinx (XLNX-Q).
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Micron Technology (MU-Q)
September 16, 2010
Well below its 200-day and 50-day moving averages. Would rather see it get above those levels before buying. If you own, consider looking at others in the technology space such as Xilinx (XLNX-Q).
Stan Wong
Price
$7.100
Owned
No
BUY
BUY
August 4, 2010
Fairly volatile and sensitive to DRAM and the market for memory. One of the most aggressive in technology development and is better geared to be a leader than it has been in the past.
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Fairly volatile and sensitive to DRAM and the market for memory. One of the most aggressive in technology development and is better geared to be a leader than it has been in the past.
Ian Ainsworth
Price
$7.640
Owned
Yes
TOP PICK
TOP PICK
February 4, 2010
Market cap of $7 billion, have almost $2 billion in cash and they cash flow almost $400 million a quarter and trading at only 9X earnings.
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Micron Technology (MU-Q)
February 4, 2010
Market cap of $7 billion, have almost $2 billion in cash and they cash flow almost $400 million a quarter and trading at only 9X earnings.
Peter Hodson
Price
$8.610
Owned
Yes
BUY
BUY
February 4, 2010
Likes the technology and semiconductor space. The technology here is being recycled very quickly, which is what he likes. Forward PE is only at 10X earnings.
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Micron Technology (MU-Q)
February 4, 2010
Likes the technology and semiconductor space. The technology here is being recycled very quickly, which is what he likes. Forward PE is only at 10X earnings.
Stan Wong
Price
$8.610
Owned
Yes
SHORT
SHORT
December 30, 2008
Not time to buy semiconductor space yet. The memory sector, which this company is in, is a terrible sector. This company lost $700 million out of $1.4 billion in revenues last quarter. Balance sheet is stretched.
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Micron Technology (MU-Q)
December 30, 2008
Not time to buy semiconductor space yet. The memory sector, which this company is in, is a terrible sector. This company lost $700 million out of $1.4 billion in revenues last quarter. Balance sheet is stretched.
DON'T BUY
DON'T BUY
December 29, 2008
Earnings are very cyclical. A very competitive business. Trying to compete with Asian companies.
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Micron Technology (MU-Q)
December 29, 2008
Earnings are very cyclical. A very competitive business. Trying to compete with Asian companies.
Mark Grammer
Price
$2.360
Owned
Unknown
DON'T BUY
DON'T BUY
May 22, 2007
Serial overbuilder of capacity, consistantly fails to make it's earning targets.
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Serial overbuilder of capacity, consistantly fails to make it's earning targets.
Gavin Graham
Price
$11.380
Owned
Unknown
DON'T BUY
DON'T BUY
November 9, 2006
The amount of capacity that’s coming in to produce products in their area is pretty substantial. Everyone’s producing Nan-Flash and the supply is driving prices down.
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Micron Technology (MU-Q)
November 9, 2006
The amount of capacity that’s coming in to produce products in their area is pretty substantial. Everyone’s producing Nan-Flash and the supply is driving prices down.
Ian Ainsworth
Price
$13.570
Owned
Unknown
BUY
BUY
February 27, 2006
This is a sector you should be involved in. 18 % of his U.S. fund is involved in this sector. Feels comfortable buying.
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Micron Technology (MU-Q)
February 27, 2006
This is a sector you should be involved in. 18 % of his U.S. fund is involved in this sector. Feels comfortable buying.
David Burrows
Price
$15.650
Owned
Yes
DON'T BUY
DON'T BUY
December 9, 2003
Microchip demand is not as strong as it might be and prices are soft. Their products are no considered as commodities and they should be trading at much lower price-to-earnings levels.
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Micron Technology (MU-Q)
December 9, 2003
Microchip demand is not as strong as it might be and prices are soft. Their products are no considered as commodities and they should be trading at much lower price-to-earnings levels.
David Baskin
Price
$11.560
Owned
No
BUY
BUY
December 8, 2003
Expects that the downgrade will be a short-term one. Probably not a bad entry point.
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Micron Technology (MU-Q)
December 8, 2003
Expects that the downgrade will be a short-term one. Probably not a bad entry point.
DON'T BUY
DON'T BUY
November 21, 2003
Borderline of the bottom 1/3 of the database model. Earnings are at a loss.
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Micron Technology (MU-Q)
November 21, 2003
Borderline of the bottom 1/3 of the database model. Earnings are at a loss.
DON'T BUY
DON'T BUY
October 8, 2003
Chip stocks have had an interesting run over the last nine months. If owned, would take some money off the table now. Expect to see a major pullback in techs. Underlying demand has not materialized enough to justify the increases.
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Micron Technology (MU-Q)
October 8, 2003
Chip stocks have had an interesting run over the last nine months. If owned, would take some money off the table now. Expect to see a major pullback in techs. Underlying demand has not materialized enough to justify the increases.
David Baskin
Price
$12.810
Owned
Unknown
DON'T BUY
DON'T BUY
January 7, 2003
Dominant player in D-Ram space. Has cash problems.
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Micron Technology (MU-Q)
January 7, 2003
Dominant player in D-Ram space. Has cash problems.
Howard Sutton
Price
$11.000
Owned
Unknown
Showing 91 to 105 of 108 entries