1.One of Micron’s greatest growth opportunities is NAND-based solid state drives (SSDs), which has the potential to replace traditional hard drives.

2.Micron is an industry leader when it comes to NAND and DRAM manufacturing process technology. This allows Micron to better be more efficient and have more cost-control than some of its competition.

3.Micron has the ability to shift its production capacity back and forth between NAND and DRAM. Essentially this allows the firm to focus on whatever product holds the potential for higher profitability and adapt with changing market demands at any given point in time.

4.The recent acquisition of Numonyx provides for further diversification, access to phase change memory, and gives the firm greater scales of economy. In particular, access to phase change memory could be a “disruptive” technology that Micron will hold in its future arsenal.

5.Micron has taken advantage and leveraged its strong partnership with Intel(INTC) in the NAND flash market to expand its presence.

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Summary:

We have no official buy or sell position on Micron (MU) but heavily encourage a positive discussion to see all points of view be they bullish, bearish, and or something else.