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resistion
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CEO
re: Micron's sales rise but losses continue
resistion   3/22/2013 8:39:49 PM
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It's starting to look like what hit the TW memory companies.

daleste
User Rank
CEO
re: Micron's sales rise but losses continue
daleste   3/23/2013 1:04:27 AM
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Fortunately they have some cash reserves, but at this rate, it won't last long.

resistion
User Rank
CEO
re: Micron's sales rise but losses continue
resistion   3/23/2013 3:33:18 AM
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It will be used up for Elpida and Rexchip purchases.

resistion
User Rank
CEO
re: Micron's sales rise but losses continue
resistion   3/23/2013 3:38:48 AM
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I suppose they would have to use a quarter to a third of their market cap to cover the purchase instead.

joshxdr
User Rank
Rookie
re: Micron's sales rise but losses continue
joshxdr   3/23/2013 2:30:27 PM
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Does anyone know how much of Micron's recent loss is due to "digesting" all of their new acquisitions, and how much is due being behind the Koreans in cost per die and ASP?

sprite0022
User Rank
Manager
re: Micron's sales rise but losses continue
sprite0022   3/25/2013 1:13:55 AM
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MU stock is flying high, there is some good new to follow.

resistion
User Rank
CEO
re: Micron's sales rise but losses continue
resistion   3/25/2013 2:25:43 PM
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What happened to the PCM? Free samples only so far?

geekmaster
User Rank
Manager
re: Micron's sales rise but losses continue
geekmaster   3/26/2013 10:50:35 PM
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Elpida/Rexchip will be a hurtle but Micron will make it. They have a good balance of business people and engineers, a good strategy, and are among the top memory makers.

sprite0022
User Rank
Manager
re: Micron's sales rise but losses continue
sprite0022   3/27/2013 12:43:44 AM
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i start to doubt the MM's performance, durcan seems immature and weak, adams just don't have the experience and IQ to handle a COO position. the good news is all competitors (minor one) is gone, easier to build monopoly now. nb will dump their inventory like no tomorrow. bad news, excution sucks, they don't understand asian culture but moved deep inside asia. they don't know the difference between shit and bread in asia.

resistion
User Rank
CEO
re: Micron's sales rise but losses continue
resistion   3/27/2013 7:06:27 AM
NO RATINGS
Micron is a particularly sobering case study. Since they offer all the mainstream memories, NAND, DRAM, NOR, MCP, you figure they covered all their bases. But if we consider DRAM as the main bread and butter, then Samsung and SK Hynix together are already the national monopoly. South Korea is the new Japan.

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