text:  But again, if you look at these companies and you look at just the sheer investment that's going into Micron as a long-term play, I don't think this changes my view. I think it's just a point in time. Expectations were a little bit off. And again, there could be profit-taking. One thing that we also need to look at is that we're coming up towards the end of the quarter, so you get a lot of funds. You get a lot of algorithmic trading as well.