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.
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.