Avian Securities: SNDK, MU, Reiterate Negative Opinion Due to NAND Supply Increase

Avian Securities was out with some interesting comments on the NAND market on Friday: We shifted to a negative view on Micron Technology (MU) and SanDisk (SNDK) two weeks ago. Additional data points we have encountered since our change in opinion have only reinforced our cautious view on the memory space. Specifically, evidence of additional [...]