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Who wants Elpida and why? Analysts weigh in

4/10/2012 06:10 PM EDT
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ibm221
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re: Who wants Elpida and why? Analysts weigh in
ibm221   4/11/2012 1:09:14 AM
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I vote for Lane Mason , and more points to add, MU just sold it's Japan fab last year. the only option is ship elpida machines to other country. TW is full, same for singapore... it most likely will be purchased by the lenovo team and ship to shandong or somewhere to make ddr2 chips for white box vendors.

joshxdr
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re: Who wants Elpida and why? Analysts weigh in
joshxdr   4/11/2012 2:24:27 AM
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Is it possible that Elpida will change to a Winbond business model? No more cutting edge chips, focus on legacy and specialty DRAM, embedded memory foundry, etc. This would mean selling off their Rexchip stake, firing half of their engineers, but keeping their old Japan fabs running. So, unlike Qimonda, Elpida would fade away rather than flame out. I bet Qimonda creditors wish they had been more patient, since the Qimonda implosion meant they got pennies on the dollar to help TI equip a new fab.

resistion
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re: Who wants Elpida and why? Analysts weigh in
resistion   4/11/2012 12:23:54 PM
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What's the contingency if no takers?

ibm221
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re: Who wants Elpida and why? Analysts weigh in
ibm221   4/12/2012 12:23:34 AM
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auction piece by piece ? yard sell?

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