JPMorgan analyst Harlan Sur says both Micron (MU) and Western Digital (WDC) could "significantly benefit" from SanDisk's (SNDK) technology and portfolio leadership in the NAND flash semiconductor and enterprise flash systems market. He believes industry consolidation is in the early innings and that deals will help keep a bid in semi stocks. Sur tells investors to continue accumulating the shares of semiconductor companies.
Get caught up quickly on the top news and calls moving stocks with these five Top Five lists. 1... To see the rest of the story go to thefly.com. See Story Here
Get caught up quickly on the top news and calls moving stocks with these five Top Five lists. 1... To see the rest of the story go to thefly.com. See Story Here