FTA: "Demand for flash and DRAM has benefitted all the foundry operators...giving him a comparatively easy ride revenue-wise at Micron. The real test for his exec team will come when demand wanes. Then we'll see if they have what it takes. ®"
That'll be when they blame the weather, a change in demand from their customers, the refresh rate, a lack of compelling products from smartphone vendors (i.e. their customers), Easter being early/late (its timing is always predictable but it's never considered on time), discounting, &c. IOW all the trite excuses trotted out by the retail sector when things don't hit targets and the guys at the top want to pretend they weren't to blame.