### Comment:
Yes, I agree with that.  
  
 But if you were searching for signs of that moat getting smaller, or any new info to be bearish on MU, you just got new information solidifying your view.

### REPLY:
Not to mention as time goes by, the next gen will obsolete the current and so forth. MU has that capability of moving fast while lowering down the cost. Not sure about the Chinese producers.

### END.