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ibm221
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re: Micron swings to loss on lower DRAM prices
ibm221   10/12/2011 4:35:20 AM
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@josh, 'He received a bachelor of business administration degree from Boise State University in 1982 and an 'honorary' doctorate from Boise State University in 2007.' this is not impressive at all anyway, is it? about inotera scandal, you are avoiding the fact that the original micron delegate to tw failed and replaced after xx months. so human error is inexcusable.

joshxdr
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re: Micron swings to loss on lower DRAM prices
joshxdr   10/12/2011 3:15:36 AM
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@ibm221: don't believe the hype. Appleton "worked" as an operator as a training / hazing / pr stunt. He was in line for an executive job all along. @rolling: I know for a fact that Inotera was the most profitable fab for Qimonda by a wide margin. Not sure how they could accomplish that with "the worst engineers in TW". Transition of trench fab to stack fab is hard. The equipment mix is all wrong, and the tricks are all different. Transition from trench to stack killed TI DRAM division. Micron had trouble initially with Mannassas fab also, finally turned it into a Flash fab.

ibm221
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re: Micron swings to loss on lower DRAM prices
ibm221   10/10/2011 5:22:34 AM
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@rolling , agree with the deep rooted cultural problems. But it's not language problem. It's the devil had eat qimonda.

ibm221
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re: Micron swings to loss on lower DRAM prices
ibm221   10/8/2011 1:38:50 PM
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they don't need chinese speakers, they can find english-speaking chinese. lol, guess you never travel out of your village.

yalanand
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re: Micron swings to loss on lower DRAM prices
yalanand   10/3/2011 11:27:48 AM
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Just wondering why are the DRAM prices falling? And did this falling DRAM prices impact other memory providers like Samsung too or is it just localised to Micron?

rolling
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re: Micron swings to loss on lower DRAM prices
rolling   10/3/2011 1:02:35 AM
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Unfortunately, I can't add public details to buttress my case. Let's just say we are dealing with deep rooted cultural problems that are preventing Inotera from doing the right thing.

daleste
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re: Micron swings to loss on lower DRAM prices
daleste   10/2/2011 9:23:25 PM
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@rolling, that sounds like a very large team. I agree that you need the expertise to right a fab, but it should be doable with a much smaller team. They would have to be very experienced and able to train a good workforce. They would not all have to be fluent in the native language, but it would sure help.

rolling
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re: Micron swings to loss on lower DRAM prices
rolling   10/2/2011 2:56:15 AM
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I agree that Micron successfully took over fabs in Japan, Singapore and Italy. Obviously cultural problems were solved. That said, one would need ~200-300 qualified engineers/managers to "fix" Inotera. You need that many to have critical mass and implement the changes necessary to right the ship. Micron simply does not have those resources and yes, they need to speak Chinese. Transplants from ID, UT or VA won't do.

ibm221
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re: Micron swings to loss on lower DRAM prices
ibm221   10/1/2011 11:16:56 PM
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agree on the worst in TW comment. Language shouldn't be the excuse, check TI, Hynix etc... short of IQ /EQ is the root cause.

ibm221
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re: Micron swings to loss on lower DRAM prices
ibm221   10/1/2011 11:09:47 PM
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One thing interesting about micron is it's CEO who started as a operator and couple of operator VPs. Yeah right, they are motivated and hardworking, but why won't intel or amd promote one of it's PO to be the CEO? I guess there is a price to pay here...

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