Micron Technology, My new pick for year 2018

[hanera]

@manch

Was @Jil against? I don’t recall.

@Jil

I am negative on SHOP as they are not profitable yet.

7 days ago.

@manch

You can read the earnings call transcripts of the big 3 to know their capex plans.

Presume you don’t know. Now I am surprised how you determine is a secular good thing.