Micron Stock Forecast: Why Micron Is Still A Worthy Investment

February 20, 2019

The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

With stronger factory production available, average selling prices of DRAM and NAND flash is down this year.
On the other hand, the increasing default RAM and flash storage of new smartphones and computers is still a strong tailwind for Micron.
More RAM and flash storage are needed because smartphones now can play PC-level video games. Smartphones are now also decent HD video camcorders.
The higher margins possible on 8GB/12GB RAM modules helps offset the lower spot prices of RAM.
Micron is an industry leader in DRAM and NAND storage products. Sadly, it is still being undervalued compared to its semiconductor industry peers.

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Micron Technology Stock Forecast: NAND and DRAM Prices Maintained High

August 5, 2018

This article was written by Kwon Sok Oh, a Financial Analyst at I Know First.

Summary

Micron Achieves Record Revenue for FQ3 2018
Average Sales Price for NAND Maintained
AI Applications are Driving DRAM Growth
DCF Model Suggests MU is Currently Underpriced
I Know First’s Algorithm Forecast is Bullish for MU in the Long Run

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Micron Technology Inc: Long Way To Go

June 11, 2017

This article was written by Mingyue Liu, a Financial Analyst at I Know First.

Micron Technology Inc: Long Way To Go

In order for the United States to do the right things for the long term, it appears to be helpful for us to have the prospect of humiliation. Sputnik helped us fund good science - really good science: the semiconductor came out of it. (By Bill Gates)