### Comment:
What is the upside on MU other than cyclical price fixing and RAM overprovisioning in the Chinese mobile phone market?  They compete against massive, diversified and possibly state supported companies in perhaps the most commoditized market in tech.  Their R&amp;D costs vs other commodity makers are massive. 
  
 Why do I want this stock?

### REPLY:
Because I’m bagholding from last year and need a friend.

### END.