MU Would like to know the details of that MS report. If they are saying that inventories relative to sales are at 25 year highs, that is significant. If they they mean absolute inventories that means little as Dram chip sales are 10 X higher (or more) than they were 25 years ago.
Noticing that Dram chip prices keep dropping on dramexhange.com. Then today I see that Samsung is warning of a 60% drop in profits in Q1 yoy. Of course, Samsung is much bigger than memory chips but chips have been their bread and butter. Decided to lighten up again on my MU holdings at 43.25
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