Breaking News
Comments
Newest First | Oldest First | Threaded View
Page 1 / 2   >   >>
resistion
User Rank
Author
re: Micron-Elpida merger would redraw DRAM market
resistion   2/19/2012 3:53:54 AM
NO RATINGS
After taking the charge for Elpida, how can Micron make the money back, especially in DRAM?

selinz
User Rank
Author
re: Micron-Elpida merger would redraw DRAM market
selinz   2/18/2012 9:51:44 PM
NO RATINGS
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
User Rank
Author
re: Micron-Elpida merger would redraw DRAM market
chipmonk0   2/17/2012 7:15:21 PM
NO RATINGS
Micron may rehink their strategy since now they have a new CEO.

R0ckstar
User Rank
Author
re: Micron-Elpida merger would redraw DRAM market
R0ckstar   2/17/2012 7:07:18 PM
NO RATINGS
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
User Rank
Author
re: Micron-Elpida merger would redraw DRAM market
rockf   2/16/2012 7:37:53 PM
NO RATINGS
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
User Rank
Author
re: Micron-Elpida merger would redraw DRAM market
ibm221   2/16/2012 8:25:57 AM
NO RATINGS
they just can't get alone, period. like US and iran.

GREATTerry
User Rank
Author
re: Micron-Elpida merger would redraw DRAM market
GREATTerry   2/16/2012 7:43:05 AM
NO RATINGS
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
User Rank
Author
re: Micron-Elpida merger would redraw DRAM market
double-o-nothing   2/16/2012 3:50:43 AM
NO RATINGS
Should say cut DRAM prices. Costs still high, but they can benefit from other product lines.

double-o-nothing
User Rank
Author
re: Micron-Elpida merger would redraw DRAM market
double-o-nothing   2/16/2012 3:49:17 AM
NO RATINGS
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
User Rank
Author
re: Micron-Elpida merger would redraw DRAM market
mcgrathdylan   2/16/2012 1:09:53 AM
NO RATINGS
Thanks for the advice ibm221. What makes you say it won't happen?

Page 1 / 2   >   >>


Radio
LATEST ARCHIVED BROADCAST

What are the engineering and design challenges in creating successful IoT devices? These devices are usually small, resource-constrained electronics designed to sense, collect, send, and/or interpret data. Some of the devices need to be smart enough to act upon data in real time, 24/7. Specifically the guests will discuss sensors, security, and lessons from IoT deployments.

Brought to you by:

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
Like Us on Facebook
Special Video Section
With design sizes expected to increase by 5X through 2020, ...
01:48
Linear Technology’s LT8330 and LT8331, two Low Quiescent ...
The quality and reliability of Mill-Max's two-piece ...
LED lighting is an important feature in today’s and future ...
05:27
The LT8602 has two high voltage buck regulators with an ...
05:18
Silego Technology’s highly versatile Mixed-signal GreenPAK ...
The quality and reliability of Mill-Max's two-piece ...
01:34
Why the multicopter? It has every thing in it. 58 of ...
Security is important in all parts of the IoT chain, ...
Infineon explains their philosophy and why the multicopter ...
The LTC4282 Hot SwapTM controller allows a board to be ...
This video highlights the Zynq® UltraScale+™ MPSoC, and sho...
Homeowners may soon be able to store the energy generated ...
The LTC®6363 is a low power, low noise, fully differential ...
See the Virtex® UltraScale+™ FPGA with 32.75G backplane ...
Vincent Ching, applications engineer at Avago Technologies, ...
The LT®6375 is a unity-gain difference amplifier which ...
The LTC®4015 is a complete synchronous buck controller/ ...
10:35
The LTC®2983 measures a wide variety of temperature sensors ...
The LTC®3886 is a dual PolyPhase DC/DC synchronous ...