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junko.yoshida
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Blogger
Re: Blow to the Japanese government
junko.yoshida   8/2/2013 8:12:47 AM
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@LABlackledge, wow, I love your analogy -- "merely Thelma $ Louise hugging as they drive over the cliff." It's just so damn true!

resistion
User Rank
CEO
Comeback for Micron?
resistion   8/2/2013 2:19:56 AM
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With the acquisition of Elpida and the 16 nm NAND milestone, maybe Micron is now in a stronger position this year against Samsung and SK Hynix? Nice move with Toshiba-SanDisk surprisingly stalled at 19 nm.

LABlackledge
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Rookie
Re: Blow to the Japanese government
LABlackledge   8/1/2013 11:26:49 PM
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The semiconductor consolidations in Japan will continue to be disfunctional until they are under the control of a CEO tasked with true change and focused on transforming the businesses to healthy profit.  The recent consolidation fad that is sweeping the Japanese semi market is merely Thelma & Louise hugging as they drive over the cliff.

sprite0022
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Manager
Re: Blow to the Japanese government
sprite0022   8/1/2013 8:16:50 PM
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If samsung could ramp up it's chinese capacity really fast and cheap this could be bad news for micron. MU took 4+ years to swallow inotera and make it functionning. after all elpida is an expensive/ low quality capacity.

junko.yoshida
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Blogger
Re: Blow to the Japanese government
junko.yoshida   8/1/2013 2:17:27 PM
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I know. How things have changed!

But, hey, Rick, don't walk down the memory lane. This industry lives in a continuous cycle. It continues to change. 

Having said that, though, I am really astounded how badly those "consolidated" chip companies in Japan had been managed.

I wonder if that's due to the lack of genuine management skills on the part of Japanese executives... 

Consolidations seem to be a lot harder than starting up a business.

junko.yoshida
User Rank
Blogger
Re: Blow to the Japanese government
junko.yoshida   8/1/2013 2:17:27 PM
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I know. How things have changed!

But, hey, Rick, don't walk down the memory lane. This industry lives in a continuous cycle. It continues to change. 

Having said that, though, I am really astounded how badly those "consolidated" chip companies in Japan had been managed.

I wonder if that's due to the lack of genuine management skills on the part of Japanese executives... 

Consolidations seem to be a lot harder than starting up a business.

rick merritt
User Rank
Blogger
Re: Blow to the Japanese government
rick merritt   8/1/2013 1:51:39 PM
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@Junko: Agreed. Japan has worked hard for years to get its many vertically oriented electronics giants to consolidate into fewer more focused and nible firms. But the industry seems to be maturing at a faster rate than they could change.

Years ago you and lammers covered how Japan was on the rise in electronics and the US fought tooth and nail for its share of the pie in fear it was behind. Now the tables are turned to some extent--although it seems the big winner these days is probably more Samsung than Micron.

Max The Magnificent
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Blogger
Re: Long time coming choking sounds
Max The Magnificent   8/1/2013 12:43:55 PM
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@Ron: I know what you mean -- this title can be taken multiple ways -- it's funny how often this sort of thing happens -- it happens to me all of the time -- sometimes I write something understanding it to mean one thing, and then on re-reading my own material a couple of days later I read it understanding it to mean something else (or I think "what the heck did I mean by that?")

Ron Neale
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Blogger
Re: Long time coming choking sounds
Ron Neale   8/1/2013 12:30:20 PM
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Max the moment I read it I thought what a move, buy it and close it down. accompanied by the sound of spluttering and choking. However you read it it's an eyectching headline.

Max The Magnificent
User Rank
Blogger
Re: Long time coming choking sounds
Max The Magnificent   8/1/2013 11:43:44 AM
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@Ron: ...your headline nearly caused me to choke on my breakfast-prophecy...

Your sentence caused me to have to re-read it slowly to wrap my brain around what you were acually saying ... (note to self, never forecast anything over breakfast!)

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