Micron Technology, Inc. (NASDAQ:MU)

CAPS Rating: 3 out of 5

The Company is a global manufacturer and marketer of semiconductor devices, principally DRAM and NAND Flash memory and CMOS image sensors.

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Member Avatar cptsintl (47.55) Submitted: 4/11/2014 3:04:50 PM : Outperform Start Price: $21.10 MU Score: +10.76

A dominant player in qan ever-growing field

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Member Avatar GreenChilePepper (< 20) Submitted: 4/2/2014 2:35:43 PM : Outperform Start Price: $24.22 MU Score: -0.14

Memory industry has fewer players and more differentiated products. Micron is poised to grow with technology development and efficient manufacturing.

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Member Avatar cajun1958 (36.70) Submitted: 4/1/2014 1:22:45 PM : Outperform Start Price: $24.17 MU Score: -0.39

No longer a commodity priced DRAM mfg,,,,smart hones just like LLTC

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Member Avatar Dkaner99 (39.74) Submitted: 3/28/2014 4:16:58 PM : Underperform Start Price: $22.30 MU Score: -7.36

DRAM prices might be getting their margins cut so goes the expected profits going forward. I think a major sell off is brewing on April 4 OPTIONS expiration.

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Member Avatar mpelias (< 20) Submitted: 3/28/2014 8:12:30 AM : Outperform Start Price: $22.04 MU Score: +7.80

Is a momentum play with strong earnings and expectations ahead.

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Member Avatar AllWinners (< 20) Submitted: 2/11/2014 3:26:34 PM : Outperform Start Price: $24.77 MU Score: -5.79

Wow, who would have guessed that a simple thing like actually making a profit would make such a difference... :)

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Member Avatar DennisStork (< 20) Submitted: 1/25/2014 2:40:48 AM : Outperform Start Price: $23.10 MU Score: -0.59

MU is in a business that sells computer memory equipment. Who can see the demand for that going down? Latest news was they are helping a Japanese company with a $750+ million upgrade.

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Member Avatar lepera347 (66.31) Submitted: 1/8/2014 12:43:13 PM : Outperform Start Price: $23.73 MU Score: -0.83

$4 EPS when the sector trades at a 15 P/E puts this stock at $40

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Member Avatar Imsprkfool99 (72.49) Submitted: 1/4/2014 12:41:43 PM : Outperform Start Price: $20.97 MU Score: +12.43

"Elpida (pre-fire SK Hynix) was sending product out the door at 47% to 52% margins, $500 to $550 million per quarter. Elpida listed more than 6 billion in assets when it went into bankruptcy. Micron bid $2.5 billion, everybody else dropped out. Micron took Elpida over at the end of July 2013, Elpida came with 1 billion USD in cash, netting out to 1.5 billion that Micron will pay to creditors, without interest, thru 2019. Micron says it incorporated its wafer testing to Elpida Rexchip, which is expected to reduce costs by 10 percent. Elpida will generate enough FREE CASH FLOW to pay for itself BEFORE Micron reports Q4 2014. Running the numbers, by the time Micron finishes paying the creditors in 2019, Elpida will have put $10 billion USD over and above its purchase into Micron's coffers. Yet, none of the "analysts" are getting the bargain purchase accounting BARGAIN that Micron got with Elpida, or the fact that Micron can continue to "find" positive adjustments to the Income Statement.
SK Hynix is spending $3.8 billion on a new "cleanroom" , upgrades, and maintenance ... not a new fab. We have learned SK Hynix took NAND production offline, and switched the machines to DRAM. However, the DRAM produced suffered from unsuitability issues, reducing yields, further depleting inventories. Once SY Hynix completes repairs, and solves the suitability issues, SK Hynix has stated it plans to switch the production back to the NAND it switched out of. In the meantime Micron is half way through switching its Singapore fab to NAND, and projecting about 6 months to complete the switch. SOOOO, the markets are still short (1) DRAM fab. "

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Member Avatar bullishsky (< 20) Submitted: 1/2/2014 1:57:51 AM : Outperform Start Price: $21.68 MU Score: +8.98

Growth segments

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Member Avatar gimponthego (< 20) Submitted: 12/26/2013 11:03:34 AM : Outperform Start Price: $21.92 MU Score: +7.46

As in the old days of radio payola, analysts today are prone to the same under the table activity. Anyone saying otherwise is naive. Not all analysts..but a sizable number.

I see MU going against ML's "downgrade" and view Merrill as being either uninformed or paid to say MU is going to "Underperform." This is but one example of so many. There's a saying, a mantra at most Business Schools: "Don't Get Caught." How many documentaries have proven analysts will praise a stock to potential investors and say "what a dog" it is among themselves. After Exxon was fined $5 B for the Valdez oil spill, my broker at the time sold my 4,200 shares of Exxon without asking me. What would that be worth today?

My point is, don't believe anything you see or hear as there's a very good chance the intel you're getting is incorrect do to fraudulent activity. Everyone has a price. Go with your gut. For every Bernie Madoff there's 10 more you don't hear about. The criminal activity of Enron or Lehman carries a different reprimand than the far lesser crimes you or I might make.

I feel better getting that said..good luck to all, and please continue to think for yourself.

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Member Avatar EJay (< 20) Submitted: 12/17/2013 8:17:51 PM : Outperform Start Price: $22.49 MU Score: +2.14

Has had great success in the past.. Though the past doesnt predict the future... Still a solid history and much more room for growth.

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Member Avatar josuerojasrojas (< 20) Submitted: 12/10/2013 11:28:07 AM : Outperform Start Price: $23.18 MU Score: +0.14

Looks good.

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Member Avatar gr8twhtebuffalo (43.15) Submitted: 12/6/2013 8:06:05 PM : Outperform Start Price: $22.66 MU Score: +2.81

Real money pick. Everyone loves this stock. I started a position on 10/16 and it's up almost 30%. I'm confident it will continue to move up.

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Member Avatar BRU2013 (< 20) Submitted: 12/4/2013 8:05:26 PM : Outperform Start Price: $21.86 MU Score: +5.49

WOW, great in China with apple phones and entry to market 12/05/13

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Member Avatar HappyQuant (75.41) Submitted: 12/4/2013 5:13:49 PM : Outperform Start Price: $21.86 MU Score: +5.49

Undervalued in Technology>Electronics sector. This one will top $40 by October 2014.

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Member Avatar egboult (61.83) Submitted: 11/30/2013 9:44:37 PM : Outperform Start Price: $21.10 MU Score: +10.39

Their next generation of hardware has the possibility to radically change the online computing world. I have met sales types not engineers mostly but f what they claim is the case, they gave a lead on almost everyone else.

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Member Avatar zappy0 (58.56) Submitted: 11/30/2013 11:46:54 AM : Outperform Start Price: $21.10 MU Score: +10.39

Semiconductors and memory chips should do well if the economy can continue to improve. Large organizations will be upgrading infrastructure.

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Member Avatar jrschley (< 20) Submitted: 11/24/2013 10:57:52 AM : Outperform Start Price: $19.92 MU Score: +16.89

great opportunity within the year.

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Member Avatar karlsmq (< 20) Submitted: 11/22/2013 3:29:53 PM : Outperform Start Price: $20.20 MU Score: +15.22

new products will propel the stock even higher

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