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ibm221
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re: Micron reportedly strikes deal to buy Elpida for $2.5 billion
ibm221   6/29/2012 6:52:51 AM
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na, that won't happen. a more possible scenario is the new combo will bankrupt in ... 2 years. (samsung and hynix could easily plot this) and a bigger, better deal for them to take.

resistion
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re: Micron reportedly strikes deal to buy Elpida for $2.5 billion
resistion   6/29/2012 6:08:33 AM
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Should be worried if Hynix suffers from this merger, what will the SK government do? Merge Samsung and Hynix?

ibm221
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re: Micron reportedly strikes deal to buy Elpida for $2.5 billion
ibm221   6/29/2012 3:02:51 AM
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yeah, MU has a high chance of imploding... it just lost another 300 million last quarter. they want to lower R&D cost per chip by this move, but their R&D stinks now.

joshxdr
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re: Micron reportedly strikes deal to buy Elpida for $2.5 billion
joshxdr   6/28/2012 11:02:34 PM
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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.

mcgrathdylan
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re: Micron reportedly strikes deal to buy Elpida for $2.5 billion
mcgrathdylan   6/28/2012 9:06:57 PM
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Details are sketchy at this point, and of course the entire report is unconfirmed. But if this is accurate, the purchase price seems like a song, doesn't it?

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