Micron Technology (MU)

[JLS]

Kathryn Huberty Performance Record

https://www.tipranks.com/analysts/kathryn-huberty

Success Rate: 65% ... a little better than a coin toss.

What about Joseph Moore?

https://www.tipranks.com/analysts/joseph-moore

Success Rate: 62% ... also a little better than a coin toss.

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They both work for Morgan Stanley.

Joseph has a Buy rating on MU. Joseph also covers a lot more companies in the semiconductor industry than does Kathryn.

I think Katy's problem is that she pays too much attention to retail (not supplier) memory prices, and gets further confused by memory prices near Christmas time.

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Also, the problem with talking about Western Digital and Micron in the same paragraph is that Western Digital sells hard drives while Micron does not.

Many of the hard drives are going to be replaced with solid state drives for obvious reasons, and that will be a drag on Western Digital.