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resistion
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re: Report: Micron wins exclusive right to buy Elpida
resistion   5/10/2012 1:11:59 AM
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I wonder how quickly Micron will port Elpida's 25 nm DRAM process to all its fabs.

ibm221
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re: Report: Micron wins exclusive right to buy Elpida
ibm221   5/9/2012 12:04:54 AM
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MU stock falled another 4% yesterday over this news? %$$%%# never got a chance to sell mine this year.

mcgrathdylan
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re: Report: Micron wins exclusive right to buy Elpida
mcgrathdylan   5/8/2012 5:52:37 PM
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I am not sure what exactly Micron has planned. As others have pointed out, paying $2.5 billion to acquire fabs and then mothballing them seems unwise. Plus, Micron reportedly gave assurances that it would keep at least Elpida's main fab open. The idea of converting to NAND seems possible, especially considering that Micron is reportedly planning to invest $3.8 billion in the Elpida fabs over the next five years.

chipmonk0
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CEO
re: Report: Micron wins exclusive right to buy Elpida
chipmonk0   5/8/2012 4:26:26 PM
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What are the prospects of either mothballing the Elpida DRAM fabs ( because there is a glut and low margin for DRAM ) and / or converting them to NAND ( growing because of Tablets ).

any1
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CEO
re: Report: Micron wins exclusive right to buy Elpida
any1   5/8/2012 1:03:13 PM
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Commodity memory is a risky business and Micron is used to betting the ranch at every new technology node. I'm glad to see that they are still willing to be aggressive in the marketplace. Is this what Steve Appleton would have done? I think so.

ibm221
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re: Report: Micron wins exclusive right to buy Elpida
ibm221   5/8/2012 8:55:56 AM
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this will make samsung easier to suffocate MU in next cycle, let 's wait and see...

resistion
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CEO
re: Report: Micron wins exclusive right to buy Elpida
resistion   5/8/2012 12:55:35 AM
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Considering the different tooling of Elpida vs. Micron, for the first year or two of internally disruptive integration Hynix may take 30% while Micron/Elpida goes under 20%. They may not recover in time, though. So the outcome they sought to avoid got accelerated.

ibm221
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re: Report: Micron wins exclusive right to buy Elpida
ibm221   5/8/2012 12:22:01 AM
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2.5 billion should be cheap consider 7 billion for a new nand fab ? apparently Janpanese/americans don't want to see it fall into chinese's hand. we ll see a inotera story again in a bigger scale?

resistion
User Rank
CEO
re: Report: Micron wins exclusive right to buy Elpida
resistion   5/7/2012 6:28:14 PM
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Well it's not clear if Elpida's process will be copied over to Micron's fabs or vice versa.



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