High risk high reward play by Micron. Micron has now acquired fabs from ex-DRAM players TI, Toshiba, Qimonda (Inotera JV share), and now Elpida. Elpida may be easier to digest since they use stack, while TI/Toshiba/Qimonda all used trench. I don't think you can point to any of the acquisitions to date and call it a success, especially the Inotera experience has been very tough. I wish Micron the best, but the odds are high that this acquisition will backfire.