Micron. Modeling DRAM Through The Lens Of A Looming Price Correction
DRAMeXchange recently reported that they expect DRAM contract prices to fall 5% QoQ in Q4 2018, higher than their previous forecast of 1~3%. Most...
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Start Building Long Position on SK Telecom for Split/IPO, It's Not Too Early
SK Telecom's top management is planning to split SKT in the form of spinout (physical division). They will then IPO SKT Opco to raise additional...
464 Views
Micron. What The Market Is Missing, For Now.
Micron posted record Q4 FY 2018 earnings with revenues of $8.44 billion, up 8% QoQ and 38% YoY, handily beating the forecast of $8.2 billion at...
604 Views
Micron. Separating Fact From Fiction
From analyst downgrades to Chinese court injunctions to the high-profile split with Intel, Micron has encountered a plethora of negative catalysts...
352 Views
NAND Flash Prices Continue to Drop
NAND flash prices, which have been in decline for the entire year, reached an interesting level of $0.08/GB on the spot market last week. This...
508 Views