### Comment:
It just feels to me that AMAT DRAM segment revenue going down should be good for MU because that means the memory makers are less likely to get into an oversupply situation.  
  
 I’m probably missing something.

### REPLY:
the other side of that is demand is lowered. Its a guessing situation at this point. Id take a look at inventories and price of DRAM. You might find your answer there.

### END.