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Micron-Elpida merger would redraw DRAM market

2/15/2012 09:09 PM EST
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resistion
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re: Micron-Elpida merger would redraw DRAM market
resistion   2/19/2012 3:53:54 AM
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After taking the charge for Elpida, how can Micron make the money back, especially in DRAM?

selinz
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re: Micron-Elpida merger would redraw DRAM market
selinz   2/18/2012 9:51:44 PM
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I'm no financial whiz, but there has been plenty of examples of companies buying up other companies that are bleeding money. This almost always does not end well. It seems like the time to buy is after they've already bled out (i.e., in liquidation mode). This would also raise the spector of more US jobs lost.

chipmonk0
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re: Micron-Elpida merger would redraw DRAM market
chipmonk0   2/17/2012 7:15:21 PM
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Micron may rehink their strategy since now they have a new CEO.

R0ckstar
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re: Micron-Elpida merger would redraw DRAM market
R0ckstar   2/17/2012 7:07:18 PM
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Yeah, this deal doesn't make sense to me either. Just let them die, then feed off of their carcass. Viola! One less competitor for free. There is definitely not $4B+ worth of value there, and that's way too much to pay just to say you're losing less than everyone else in DRAM.

rockf
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re: Micron-Elpida merger would redraw DRAM market
rockf   2/16/2012 7:37:53 PM
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A better strategy for Micron would be to wait until Elpida is out of business and then buy their assets for a very favorable price.

ibm221
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re: Micron-Elpida merger would redraw DRAM market
ibm221   2/16/2012 8:25:57 AM
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they just can't get alone, period. like US and iran.

GREAT-Terry
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re: Micron-Elpida merger would redraw DRAM market
GREAT-Terry   2/16/2012 7:43:05 AM
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I'm not sure if this merger really can bring advantage to Micron at the end. It seems the only likely scenario is that the profit margin of Micron will drop further while it is still hard to say if the price can stand firm.

double-o-nothing
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re: Micron-Elpida merger would redraw DRAM market
double-o-nothing   2/16/2012 3:50:43 AM
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Should say cut DRAM prices. Costs still high, but they can benefit from other product lines.

double-o-nothing
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re: Micron-Elpida merger would redraw DRAM market
double-o-nothing   2/16/2012 3:49:17 AM
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Elpida won't add anything of short-term benefit beside DRAM, won't enable Micron to expand beyond, and will still add debt. Samsung cut DRAM costs, they die together.

mcgrathdylan
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re: Micron-Elpida merger would redraw DRAM market
mcgrathdylan   2/16/2012 1:09:53 AM
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Thanks for the advice ibm221. What makes you say it won't happen?

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