Yes. The oversupply and slow growth is what worries me for Micron Technology. Those are the two keys that are hurting Micron's earnings. June 25 earnings miss was a big hit.
I think I will hold off on my adding, but will not sell what I have loaded in the portfolio. Agree, that it would be nice to be in this if a formal bid is offered. Micron Tech will be unlikely to accept the offer. GLTYA!
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