Micron Technology: Research Roundup

A hedge fund buddy sent me 55 pages of recent Micron Technology (MU) research from JPM, Morgan Stanley, Barclays, and Morningstar.

Micron Technology: Research Roundup By Electric Phred • 61 comments AMD: On The Road To $5 Billion In Annual Free Cash Flow By The Asian Investor • 45 comments Square Will Keep Powering On By BK Tan • 10 comments Application Software Konami: 'PES' Remains A Formidable Earnings Driver But Expectations May Be Too High By Karreta Advisors Business Software & Services Iron Mountain: Cost Of Capital Analysis Indicates Undervaluation by Sensor Unlimited Searching For Wonderful Businesses: Simulations Plus by ValueArtifex Computer Based Systems Autonomous Vehicles, Rugged Transportation Computing, Artificial Intelligence: One Stop Systems by Paul Franke Information Technology Services Kingsoft Corporation: Stock Price Correction Justified By Lower Profitability by The Value Pendulum Internet Information Providers TripAdvisor: Trying Hard To Reinvent Itself by WideAlpha Personal Computers Apple: Antitrust Concerns Are Misguided by Investing For The Future Semiconductor - Integrated Circuits Skyworks Solutions: More Than Just An Apple Supplier by IncomeBent Investments Why Doubts Persist About Diodes Incorporated by MarketGyrations Semiconductor - Specialized First Solar: A Low Beta Solar Play In An Extremely Volatile Sector by Investing Hobo Semiconductor Equipment & Materials Aehr Test Systems: It Is Going To Be A Very Fun Year by Shareholders Unite Telecom Services - Domestic Lower Is Better With Koninklijke KPN Share Prices by Joris Gijzendorffen Others ICLN: Exposure To Utilities Is A Long Term Positive by Chetan Woodun More Technology Stocks» By default, clicking links in Seeking Alpha emails auto-logs you into the site. Be careful not to forward this email to anyone you don't want having access to your account. You can change your email security settings here (keep in mind that disabling email auto-login will likely require you to log into your account more frequently). Why are you receiving this? You subscribed to Daily Tech Newsletter at Seeking Alpha. Don't like this email? Unsubscribe here. To ensure you receive these emails in the future, please add account@seekingalpha.com to your address book, contacts or list of safe senders. Sent by Seeking Alpha, 52 Vanderbilt Avenue, 13th floor, New York, NY 10017