Zeev's Turnips Patch-No Politics (ZEEV)

[Lane Hall-Witt]

Any thoughts on MU? MU is in the neighborhood of its 52-week low again. DDR prices have been very weak over the past month and DRAM capex spending is projected to increase substantially even in the face of industry overcapacity . . . but how much worse can it get? <G/NG>

TIA.