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Micron is also maintaining its view that it will grow faster than these industry rates, pointing to market share gains. Though NAND is certainly a fast growing and iPhone x case strategic business for Micron, it's not the whole world for Micron.DRAM, on the other hand, is a far larger component of Micron's business, as it comprised 71% of Micron's revenues in Q2. On the DRAM front, Micron maintained its industry growth guidance of >20%, while improving its own forecast to "Micron bit output growth in line with industry," whereas in the previous quarter it was forecasting to fall slightly short of the industry average.From my point of view, Micron peppered investors with positive news on the DRAM side and slightly negative news on the NAND side.

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