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Just last week, we noted, “It appears the market overreacted with its concerns with MU".  Not only did the company top lowered expectations, the company’s CEO, Sanjay Mehrotra said he expects “strong sequential growth” in the fourth quarter as inventory problems improve. “This reinforces our confidence that good demand for DRAM will return to healthy year-over-year growth in the second half of calendar 2019," Mehrotra said. “NAND bit deman...

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