Micron's Updated Earnings Forecast Highlights Continued Strength Of Memory Sector
Micron Technology Inc (MU US) issued two press releases yesterday. The first (which you can find here) relates to an update on their earnings...
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Valuation and Toshiba Memory's IPO Chances
The FT reported yesterday that Toshiba maintained the possibility of an IPO for its memory unit as a backup plan in the event that antitrust...
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Global Equity Strategy: Sector by Sector Overview
Today’s report is international in title, global in coverage. Inside, after reviewing trends in EM, Europe, and Japan--EM looks great, by the way,...
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Intel To Micron- So Long & Thanks For All The Memories!
On the sidelines of the Consumer Electronics Show (CES) in Las Vegas this week, overshadowed (deliberately?) by the hype and extravaganza that has...
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A Brief Analysis Of The Latest Emerging & Speciality Memory Technologies
While DRAM and NAND Flash, and to a lesser extent NOR Flash, rightly garner the lion’s share of media and investor attention, multiple competing...
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