Is Micron [MU] Dead? - Part 2 | VITV Podcast #146

Micron Technology, Inc. is an American producer of computer memory and computer data storage including dynamic random-access memory, flash memory, and USB flash drives. It is headquartered in Boise, Idaho. Its consumer products are marketed under the brands Crucial and Ballistix. Wikipedia

0:00 - Intro
1:30 - Morgan Stanley Micron Report
10:30 - Inventory in the market & spot price of PC DRAM
24:15 - PC DRAM spot price prediction
28:45 - PC DRAM corporate market & Window 11 update
33:00 - Long-term prospects for the spot price
37:50 - PC DRAM vs Other DRAMs & Non-Fungibility of DRAMs
43:10 - Price prediction prior to COVID

Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah
Sunil Shah Email: shah@icon.co.za

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