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ibm221
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re: Industry view: iSuppli on Micron/Elpida deal
ibm221   5/18/2012 2:08:38 AM
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micron's stock keeps falling... investors are no fool, not buying mu's silly idea.

resistion
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re: Industry view: iSuppli on Micron/Elpida deal
resistion   5/17/2012 2:50:46 AM
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Just read Apple booked Elpida's mobile DRAM. Micron likely has to shelve its own DRAM.

SkepticalOptimist
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re: Industry view: iSuppli on Micron/Elpida deal
SkepticalOptimist   5/16/2012 6:02:27 PM
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My, how the mighty has fallen. Back in 80s, Japanese DRAM businesses drove most US memory makers out of business. Now, a US memory company is buying up what's left of former Japanese juggernauts at a bargain price. You don't see this everyday...

resistion
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re: Industry view: iSuppli on Micron/Elpida deal
resistion   5/15/2012 7:52:58 PM
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If iPhone is any indicator, DRAM does not have a growth market there.

ibm221
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re: Industry view: iSuppli on Micron/Elpida deal
ibm221   5/15/2012 1:05:25 AM
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micron itself is at the brink of bankruptcy at that cycle, so this is just an idea flashed and poped. Micron 's chip leaks badly and should be able to fix with 2 million consultant cost. anyway Idaho is not a good location for talented folks to settle down, their own bsu graduates are just short in IQ.

joshxdr
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re: Industry view: iSuppli on Micron/Elpida deal
joshxdr   5/15/2012 12:14:09 AM
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Very interesting the bit about Micron about to buy Qimonda before the bondholders got greedy, I have never heard that before. I am not sure if the "mobile IP" is really valuable to Micron. If Elpida's special sauce is in their process technology, it won't help Micron since Micron is going to jettison the Elpida process and install their own. If Elpida was able to reduce power with design tricks that Micron can copy, that is a different story. I suspect the power reduction is is the process technology, so the benefit to Micron may be zero.

resistion
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re: Industry view: iSuppli on Micron/Elpida deal
resistion   5/14/2012 10:29:15 PM
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What's Micron's plan to pay off the debt? Same as Elpida's?

resistion
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re: Industry view: iSuppli on Micron/Elpida deal
resistion   5/14/2012 10:26:30 PM
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Micron's weak mobile DRAM is a little disturbing.



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