### Comment:
Wdc has a lot more debt than mu. In my opinion wdc is the autistic cousin of mu that caused both to trade like shit

### REPLY:
Also WDC is not in DRAM, which accounts for the majority of MU’s revenue.  The WDC downgrade was about NAND supply (and by extension pricing) concerns because MU can go lower than WDC while maintaining margins.  No mention of similar DRAM concerns.

### END.