Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

A safe assumption in general, but in the case of Infineon, DRAM is only a minor part of their business. In the case of MU, yes, they may have a sizeable liability, but that will be a "one time" event, and ongoing royalties are less of an impact than general DRAM pricing and the supply demand equation. I am actually bullish (and long) on MU.