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resistion
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re: Micron swings to loss on lower DRAM prices
resistion   10/1/2011 5:44:01 PM
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Micron would be glad to exit DRAM. Elpida would be glad too to have Micron exit, but Elpida does not have Flash to rescue it during down DRAM cycles. Rexchip shouldn't be considered a Taiwan company anymore, its share control says it is a Japanese company exploiting Taiwanese resources.

daleste
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re: Micron swings to loss on lower DRAM prices
daleste   10/1/2011 2:26:56 AM
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@rolling, thank you very much for the insight! I don't know if you are directly involved, but I hope you are weathering the storm. Memories has always been an up and down market. Hopefully it will eventually become more flat.

rolling
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re: Micron swings to loss on lower DRAM prices
rolling   10/1/2011 1:39:04 AM
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Micron does not own or control Inotera. The real owner (Formosa Plastics) invested in Micron and Micron reciprocated in investing in technology transfer to Inotera. Inotera has scale but engineering team is lousy (worst in Taiwan perhaps...). Micron does not have enough Chinese speaking managers to "take control" and so Inotera survives in limbo, not yielding and dragging down Micron. The future of Taiwan memory makers is highly uncertain (apart from Rexchip). Micron will pull it together in the end but competing long term with "bankruptcy proof" Korean rivals may be difficult.

joshxdr
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re: Micron swings to loss on lower DRAM prices
joshxdr   9/30/2011 8:52:49 PM
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Inotera was the crown jewel of Qimonda due to scale, good engineering team, and low costs in Taiwan. Sad to see that they have not done well after the purchase by Micron. I am not sure what the answer is for Micron, they have bought a lot of fabs from failing DRAM companies but failed to turn any of them into winners. They have been consistently less profitable than Samsung and Hynix. Ever since the IMF bailed out Korea, Samsung took dominance of the DRAM market with sheer weight of investment and never looked back. Sad to say it, I don't see any difference between the trajectory of Micron and that of Qimonda. We are heading toward a Korean duopoly in memory products.

ibm221
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re: Micron swings to loss on lower DRAM prices
ibm221   9/30/2011 2:22:29 AM
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@dylan, this should be your job to dig the inside news instead of just copy&pasting press release. your boss is just so nice to you.

ibm221
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re: Micron swings to loss on lower DRAM prices
ibm221   9/30/2011 2:08:08 AM
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yep, samsung is all over DRAM and getting richer. micron's poor investment choice and execution is to blame. since 2004 Hynix invested in Wuxi fab and thrown micron behind eversince. Micron's 400million in inotera is just a disaster. and it's china backend is becoming another disaster...

daleste
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re: Micron swings to loss on lower DRAM prices
daleste   9/30/2011 1:16:03 AM
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As we used to say when the ASPs dropped "Good thing we aren't in the DRAM business" and when they demand rose "Wish we were in the DRAM business"

resistion
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re: Micron swings to loss on lower DRAM prices
resistion   9/30/2011 12:43:15 AM
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NAND ASP continuing to drop is scary.

ibm221
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re: Micron swings to loss on lower DRAM prices
ibm221   9/30/2011 12:21:38 AM
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... a series of fumbles contribute as well. micron is heading the direction of Qimonda?

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