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cliffvb

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cliffvb

Re: Knowledge is King post# 45342

Friday, 02/16/2018 1:51:49 PM

Friday, February 16, 2018 1:51:49 PM

Post# of 113933
MU showing nice gains this week. Recent SA article points out the underappreciated value of their 3d Xpoint technology which puts the processor and memory on the same chip developed with Intel. Also makes a case that Intel, Apple, IBM or someone else could buy out MU to gain the IP rights to control that technology.

I would add that if any company did buy MU out, it would be immediately accretive to their earnings as MU is selling for such a low PE.

https://seekingalpha.com/article/4146816-intel-micron-moores-law-3-dimensions

Edit: Didn't mean for this post to be a response to Kik's post but welcome back KIK.
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