Ben Bajarin
@BenBajarin
CEO & Principal Analyst @creativestrat. Full-stack tech analysis from silicon to markets. Advisor to tech leaders. Technologist at heart. Keeper of Bees.
加入 April 2008
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$MU chat with KeyBanc only confirms a lot of the memory market thesis, and my visual below.
On memory and long term agreements. Saying these agreements are just like past (one brief cycle) is incorrect.
There are indeed, enough signals for those who do the work, to see what is different this time. And deeper wisdom in knowing why.
$MU $SKHY Samsung (not on US)
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