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Example comment: Competition will squeeze AMZN's operating margins from 4% to 2% meaning a 10% hit to the stock according to Trefis.
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  • commented 2 years ago
  • tags: MU
  • Falling DRAM prices means margins getting squeezed for players like Micron which translates to falling stock prices.



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    Falling DRAM prices means margins getting squeezed for players like Micron which translates to falling stock prices. [img width="436 height="224" title="DRAM average selling price forecast" caption=""]http://library-trefis.s3.amazonaws.com/109-dram_average_selling_price_forecast.gif[/img]



    Doug Miller commented 1 years ago
    Forget DRAM. NAND is where the demand will be when the consumer moves from HDD to SSD in the next two years
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