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Micron ramps NAND fab without Intel

12/22/2010 11:21 PM EST
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Dave.Dykstra
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re: Micron ramps NAND fab without Intel
Dave.Dykstra   12/23/2010 3:50:30 AM
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Some pros and cons here. This could be really good for the industry since Intel apparently won't have first dibs on the output, while at the same time it means there may well be less bidding for the plants output.

resistion
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re: Micron ramps NAND fab without Intel
resistion   12/23/2010 6:58:14 PM
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Looks pretty serious if SSD demand is not enough to drive increased NAND production.

goafrit
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re: Micron ramps NAND fab without Intel
goafrit   12/23/2010 8:58:23 PM
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This Micro is very resilient. I thought they were having problems in execution. Kudos

Warren3
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re: Micron ramps NAND fab without Intel
Warren3   12/24/2010 12:13:52 AM
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With production due mid-next year it seems this could turn out quite fine for Micron given that revenue return should begin soon (assuming uptick in demand) and a larger share of that revenue will be Micron's as they paid the bill.

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