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resistion
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re: Elpida bondholders to propose alternative to Micron takeover
resistion   7/15/2012 1:02:44 AM
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Elpida leverage pales compared to ASML leverage.

any1
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CEO
re: Elpida bondholders to propose alternative to Micron takeover
any1   7/13/2012 1:00:50 PM
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The main reasons are that Elpida paid full price to build and equip their fabs. Micron is buying them for pennies on the dollar. So Micron can afford smaller profit margins to get a return on their investment. Also, with Elpidas capacity Micron will gain economies of scale, spreading out R & D and other fixed costs over more wafers, leading to lower net manufacturing cost per wafer.

sprite0022
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re: Elpida bondholders to propose alternative to Micron takeover
sprite0022   7/13/2012 1:06:21 AM
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good question, I bet the below, 1. high cost, japan's labor cost is twice of korea / singapore(where most micron's fab located). 2. f..ed up culture, that's what happened with late qimonda, ie. cheating , stealing everywhere. 3. others, can microns fix these two problems? very hard.

resistion
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Manager
re: Elpida bondholders to propose alternative to Micron takeover
resistion   7/13/2012 12:40:16 AM
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What are the reasons Elpida went bankrupt and how can Micron avoid them?

antolin.agatep_#3
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re: Elpida bondholders to propose alternative to Micron takeover
antolin.agatep_#3   7/12/2012 2:34:17 PM
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micron is better off going to support much higher data-rates via multi-gigabit differential interfaces, look ahead, forge, the market will be there, people are more and more into content, videos, social networking, and you don't need to rely on older technologies, build faster, better cheaper ones

CityChipMan
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Rookie
re: Elpida bondholders to propose alternative to Micron takeover
CityChipMan   7/12/2012 8:10:42 AM
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If the deal goes through then Micron gets extra capacity at a knock down price (and hasn't Apple indicated that it might move more memory sourcing to Elpida from Samsung??). If the deal does not go through then the Elpida capacity leaves the memory market - good for all DRAM players. I see Micron as a winner in either scenario?

goafrit
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re: Elpida bondholders to propose alternative to Micron takeover
goafrit   7/12/2012 12:28:49 AM
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Yes, this company is not having good summer!

resistion
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Manager
re: Elpida bondholders to propose alternative to Micron takeover
resistion   7/11/2012 12:38:35 PM
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A depressing valuation of leading edge DRAM technology.

elctrnx_lyf
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Manager
re: Elpida bondholders to propose alternative to Micron takeover
elctrnx_lyf   7/11/2012 12:10:20 PM
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Micron will be really unhappy if they can't get this deal done. Its very hard to compete with samsung.

mcgrathdylan
User Rank
Blogger
re: Elpida bondholders to propose alternative to Micron takeover
mcgrathdylan   7/11/2012 9:28:05 AM
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It's a screaming deal. But that's not the whole deal. Micron still must pay $1.75 billion to Elpdia's debt holders. That's a lot of money, though not nearly as much as Elpida owed them. It's a fire sale deal, and a very good deal for Micron right now, but the final evaluation will probably have to wait a few months or years.

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