Is Micron [MU] Dead? - Part 2 | VITV Podcast #146

Micron Technology, Inc. is an American producer of computer memory and computer data storage including dynamic random-access memory, flash memory, and USB flash drives. It is headquartered in Boise, Idaho. Its consumer products are marketed under the brands Crucial and Ballistix. Wikipedia0:00 - Intro1:30 - Morgan Stanley Micron Report10:30 - Inventory in the market & spot price of PC DRAM24:15 - PC DRAM spot price prediction28:45 - PC DRAM corporate market & Window 11 update33:00 - Long-term prospects for the spot price37:50 - PC DRAM vs Other DRAMs & Non-Fungibility of DRAMs43:10 - Price prediction prior to COVIDSunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shahSunil Shah Email: [email protected]: [email protected]: @vitvpodcastInstagram: @vitvpodcastFacebook: /vitvpodcastDatabase: www.valueinvestor.org