It's a classic conundrum. What do you do with a well-run company in a very tough industry? Do you focus more on the company's solid balance sheet and growth opportunities, or focus on the key issues beyond the company's control?
That's been the biggest challenge facing investors in Micron Technology (NYSE: MU).
This past September, I laid out why I think this company is poised for a great future. And for a while there, the broader investment community was in agreement.
The stock's rebound...