MU expected to deliver blowout earnings due to severe supply constraints and high demand; market reaction is uncertain.

Before we get into Micron's earnings tonight, let's take a look at the current state of the memory market . How would you describe the current supply and demand environment, and what is driving the strong performance we are seeing in these companies?

last comment I'll make, Micron. Um I obviously will be paying very very close attention to that. I expect them to have you know a blowout report. Now we'll see how the market reacts to that. As always Dale mentioned you'll always be cautious in earnings because they can have great numbers but if the market's disappointed the stock sells off but I expect them to be like we can't make enough memory. we're backed up for years and years and years because all of these hardware plays that I've been talking about, you know, all year are buying everything we have.