Monday, March 2, 2015
MU
There is a
rumor that Apple and LG will buy most of the DRAM from Samsung and
that's why MU's stock was down in last several days. I bet it is not
true. Would Apple take the risk of no supply from the supplier who is
also the rival? Even if it were true, MU still will make good profit by
the better margins from other sources as there is a shortage right now. I
placed some orders yesterday
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