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Micron posts third straight quarterly loss

3/22/2012 09:04 PM EDT
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ibm221
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re: Micron posts third straight quarterly loss
ibm221   3/23/2012 3:03:31 AM
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more bad news, mi's backend cost will rise , Samsung picks Xian for Chinese factory Cho Ji-hyun, The Korea Herald, 23 March 2012

resistion
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re: Micron posts third straight quarterly loss
resistion   3/23/2012 5:36:18 AM
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If the disappearance of Elpida (temporarily at least) does not help Micron this or next quarter it is fait accompli.

ibm221
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re: Micron posts third straight quarterly loss
ibm221   3/23/2012 6:35:44 AM
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micron lost a cushion with elpida's bankruptcy. it need to act fast, grab 1 or 2 low cost fab somewhere or disappear as well.

wilber_xbox
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re: Micron posts third straight quarterly loss
wilber_xbox   3/23/2012 2:06:41 PM
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During the time when most of the companies are doing well, the future does not look good for Micron.

selinz
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re: Micron posts third straight quarterly loss
selinz   3/24/2012 1:13:43 AM
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This economic climate is rainy and overcast. Most companies doing well? Seems like most are not doing well except for a handful of big guys.

joshxdr
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re: Micron posts third straight quarterly loss
joshxdr   3/25/2012 3:46:44 PM
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The only thing that matters in the memory business is how you do relative to your competitors. Do you make more money than your competitors during the good times, do you lose less money during the bad times. Samsung and Hynix perform better than Micron consistently over the business cycle. It has been this way for the last ten years. Micron has survived because they have scavenged the carcasses of dead memory companies. I don't see how they can survive long term in direct competition Samsung, unless they can find a miracle investor with unlimited funds like GlobalFoundries did.

memory_a
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re: Micron posts third straight quarterly loss
memory_a   3/26/2012 12:33:28 AM
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Not sure u guys ever read the actual MU 3rd quarter financial report before commented. Except Samsung, I doubt Hynix, aka sk-hynix is financially stable than MU. In fact, we should look at Hynix debt level as MU has one of the lowest asset/debt ratio compare to rest of memory vendors. Additionally, cash flow generation is far more important in company financial health than financial loss due to accounting purpose. Don't forget recent MU/Intel agreement in NAND capacity allocation could play a part in recent financial report ..just my 2cents.

ibm221
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re: Micron posts third straight quarterly loss
ibm221   3/26/2012 3:21:25 AM
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the real danger for MU is it's dram tech-gap, ~ 1 year behind rest. ie. it's losing money no matter how it struggles. it's dram vp seems not apt for the position, stanford BS sounds bit of weak for such task, boise generally host some tier2 folks, MU could survive the last couple of cycles purely thanks to the blessing of intel for sharing their NAND tech.

CWShaker
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re: Micron posts third straight quarterly loss
CWShaker   6/1/2012 3:39:33 PM
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Sounds like more layoffs for Micron.

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