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Toshiba Rumor Mill Runs at Full Capacity

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resistion
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Does the iPhone7 violate Macronix?
resistion   4/16/2017 1:17:18 AM
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The ITC should check whether the iPhone7 3D-NAND from Toshiba violates Macronix patents. That's the fastest thing that needs to be done.

rick merritt
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Where's Seagate?
rick merritt   4/16/2017 12:41:20 AM
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It would seem to me WD and Seagate would be the natural bidders as the last of the big hard drive makers trying to pave a future that includes flash, maybe followed by the rest of solid-state memory giants Micron, Seagate and SKHynix according to the strength (or weakness) of their balance sheets.

Is Toshiba selling its hard drive biz as part of the deal? If so it's even richer for Seagate and WD though potentially an antitrust trigger for regulators of HDDs are in the mix.

Gondalf
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Doomed? No
Gondalf   4/15/2017 6:22:41 PM
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Too much people work at Toshiba, it is a matter of politic. Japanese governors will help Toshiba to exit from the nuclear trouble with some billions for free. They will sell the Westinghouse activities and slowly Toshiba will recover. 

About the memory business, i think Toshiba will retain the golden share because governors want this. Hopefully Apple will be in.

I don't see any failure at the horizon, Toshiba is too big to fail and 200.000 unemployed persons are too much for Japanese way to think.

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