Micron Technology (MU)

[Stocker1]

My point was less than a third of their revenue is derived from NAND as of last quarter. They have been pumping a ton into R&D to increase that number.

I was referring to the post comparing Micron to WDC PE. WD is storage, Micron is still considered Memory. As that changes and Micron enjoys Storage, (NAND), becoming more of their overall number I think you will see a more realistic PE get applied to Micron.