Micron Technology Inc (NAS:MU)

$ 97.95 -0.25 (-0.25%) Market Cap: 109.12 Bil Enterprise Value: 115.02 Bil PE Ratio: 144.04 PB Ratio: 2.41 GF Score: 84/100

Micron Technology Inc at Goldman Sachs Technology & Internet Conference Transcript

Feb 11, 2020 / 06:20PM GMT

Release Date Price: $57.25 (-0.14%)

Transcript

Mark Trevor Delaney

Goldman Sachs Group Inc., Research Division - Equity Analyst

Okay. Great. My name is Mark Delaney, and I cover Micron at Goldman Sachs. Thank you all for being here today. And with us from Micron, we have Sumit Sadana, the Chief Business Officer; and Dave Zinsner, the Chief Financial Officer.

Questions & Answers

Mark Trevor Delaney

Goldman Sachs Group Inc., Research Division - Equity Analyst

I thought that we could start with some questions on the NAND business, the estimate given your extensive background in that part of the industry. I know your responsibility is now a lot broader, but I thought we could start with NAND. And maybe we can just start with your views on the NAND cycle. How -- do you have a sense of how strong the current NAND upturn may be? And what are some of the key things that you're watching for gauging the supply-demand for this year?

Sumit Sadana

Micron Technology, Inc. - Executive VP & Chief Business Officer

Sure. Just in terms of the risk factors, I want

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