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Appleton's death could delay DRAM consolidation

2/5/2012 00:58 AM EST
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re: Appleton's death could delay DRAM consolidation
resistion   2/7/2012 12:51:17 PM
A Micron-Elpida merger did not seem likely since Elpida wanted to stay independent. And neither Japan nor US would want to suddenly be lacking in its own home-grown DRAM, if only for the sake of national pride. But this is bad timing for Elpida and Micron alike. I wonder what Steve (RIP) would have done. We may never know.

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re: Appleton's death could delay DRAM consolidation
webserver227   2/6/2012 7:57:34 PM
To me clearly Micron has lousy management under Appleton. Why? Micron grew their dram business in the past by merging with TI and Toshiba and in flash as well. Now, they want to merge again with Elpida to grow their dram marketshares. This is a sign og bad management because they cannot grow by taking market shares away from rivals. Also, Micron don't have a very low costs structure in business. If I were Micron 10 years ago, I would have move most of my operations to low cost nation long time ago. The story of Micron would have been completely different American jobs would have been lost. I'm just saying if I were CEO, I would have done that to save the company. That is the duty of a ceo. It is sad American companies cannot compete with the low cost Koreans because the Koreans have other money ventures to back up their semi divisions. Micron doesn't. I wish I can help if my People's Project is a success. I was planning to help Micron to be the largest semiconductor company in the world one day. If they help me by testing my project once it is ready, I have a chance to help them in return. People helping people to help more people. Stay tune for the People's Project. Ming.

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