Micron to Spend Heavily to Meet Demand
This was a phenomenal quarter, a blockbuster quarter in terms of the aggregate numbers, in terms of the growth, in terms of the margins. I don't think there's a number in here that you can really quibble with. However, I am curious as to where we are in this supercycle or whatever we want to call it right now, and whether investors should still be riding it or maybe be a little bit more cautious.Yeah, remain so. I think we still have some some room to go. Memory is very much a supply driven business.So it's ...