Micron Technology - Earnings Report and Investing Thesis (MU)

This post is a follow up on my earlier promise to provide a thesis for adding a small Micron position to the Secular Trends Portfolio. With Fiscal Q3 earnings out today as well, I’ll also prep for that and give a modest report after hearing the conference call. Many readers have been wondering, quite bluntly, “Why the hell to you like this POS company that hasn’t made a dime in 11 straight quarters?!” Well, I can’t argue with those comments; Micron has been a corporate failure in almost any