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Sorted by: Date | Top Results
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Date |
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| 1. |
Re: numonyx 
Management is really pimping this thing on the call.
"Cash flow positive", "accretive",
"no cap ex needed", synergies, etc, etc.
Expect a hiccup tomorrow morning, but MU has alre
ady...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Micron Technology, Inc. (MU)
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iknowsemis |
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9-Feb-10 08:45 pm |
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| 2. |
Re: News...
Can't agree on the "good buy" comment,
but right now Appleton is talking up the fact that
Numonyx is cash flow positive, so is Micron and that
the revenue is accretive $2B or 31% to MU revenue.
There...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Micron Technology, Inc. (MU)
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iknowsemis |
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9-Feb-10 08:37 pm |
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| 3. |
Re: LMAO! Hynix flash is at 20nm - MU/INTC is already behind
Don't jump too quickly that conclusion. 62GB? I
think they mean Gb(its) That's an odd density.
Maybe just a typo but if true, it's crap. They
have given up some die area to cover ECC needs, which
means A LOT of ECC...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Micron Technology, Inc. (MU)
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iknowsemis |
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9-Feb-10 10:28 am |
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| 4. |
Re: MU speaking at two analyst meetings next week
Sorry man, MU never says anything. Every analyst will
want to know about Numonyx and future pricing of NAND
and DRAM. I think there is a good chance that MU announces
the Numonyx deal...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Micron Technology, Inc. (MU)
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iknowsemis |
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6-Feb-10 12:49 am |
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| 5. |
Re: MU SSDs
This point can not be understated. MU is way, way behind
in controller, firmware, and software. THAT is where
the SSD value is. Anyone can build NAND. And by the
way, SSDs will not be able to use 25nm...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Micron Technology, Inc. (MU)
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iknowsemis |
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6-Feb-10 12:43 am |
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| 6. |
Re: News is out - MU is first to 25 nm NAND
The physics at 25nm are incredibly difficult. Not just
for manufacturing the part, but for reliability, cycling,
wear leveling, data retention, speed (mostly...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Micron Technology, Inc. (MU)
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iknowsemis |
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1-Feb-10 09:07 am |
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| 7. |
Re: fresh rumor for the day
Easy entry into the mobile market for NAND + DRAM combination
packages. It's a value added space. The NOR +
DRAM market is shrinking but there are few makers
of NOR any...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Micron Technology, Inc. (MU)
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iknowsemis |
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1-Feb-10 09:03 am |
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| 8. |
Re: MU F2Q Earnings Prediction
I have listened to about 90% of the MU conference calls,
MU never guides. They will say prices are stable or
weakening, however. I am certain they will call t
he...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Micron Technology, Inc. (MU)
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iknowsemis |
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31-Jan-10 07:35 pm |
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| 9. |
Re: MU DOESN&&39;T Face $14 BILLION in Liability?
The first moron poster is actually correct. In the
AT case all the damages fall on the last man standing.
What the moron didn't post is that the "damages"
are based...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Micron Technology, Inc. (MU)
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iknowsemis |
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29-Jan-10 04:47 pm |
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| 10. |
Re: No need to worry about Rambus lawsuit
Today's fall is not RMBS related. Look at MSFT
or any tech that reported good results. They all got
battered.
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Micron Technology, Inc. (MU)
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iknowsemis |
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29-Jan-10 04:36 pm |
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| 11. |
Re: SNDK...
I don't think so. MU's beat down today was
because all tech got killed. SNDK gets most of their
revenue from cards and USB devices, not raw NAND sales
as MU...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Micron Technology, Inc. (MU)
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iknowsemis |
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29-Jan-10 04:34 pm |
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| 12. |
Re: SAMSUNG TO TESTIFY AGAINST MU AT THE
Not quite moron. They will tell their side of their
own wrong doing. There are no secrets left.
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Micron Technology, Inc. (MU)
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iknowsemis |
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29-Jan-10 02:46 pm |
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| 13. |
MU F2Q Earnings Prediction
With just about 1 month to go in the fiscal quarter
and based on NAND/DRAM price trends, I think MU will
do $2B+ in revenue and earn about $0.45 a share or
about $390M. With reversals in prior...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Micron Technology, Inc. (MU)
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iknowsemis |
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29-Jan-10 02:42 pm |
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| 14. |
Re: "Litigating the Rambus company to death"
RMBS has to WIN the AT case first. Nothing is done
yet. RMBS lovers had better hope that they do not
win. All RMBS will get then is two bankruptcies..
.
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Micron Technology, Inc. (MU)
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iknowsemis |
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29-Jan-10 12:41 am |
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| 15. |
Re: fresh rumor for the day
STEC is in addition to Numonyx and others. I think
MU is trying to use their new found (and quite rare)
profits to grow top line revenue via acquisition.
Only question...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Micron Technology, Inc. (MU)
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iknowsemis |
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29-Jan-10 12:37 am |
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| 16. |
fresh rumor for the day
I heard from three different industry contacts, none
of whom know each other, that MU is courting STEC.
Makes sense on several levels: MU has NAND...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Micron Technology, Inc. (MU)
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iknowsemis |
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28-Jan-10 01:52 pm |
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| 17. |
Re: WSJ: Intel, Micron To Unveil Advancements In Flash Memory
I highly doubt an Apple related announcement. If it
were to be, they'd have done it today. I'm
betting they hold true to form and announce the latest
process node to go into non...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Micron Technology, Inc. (MU)
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iknowsemis |
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27-Jan-10 05:37 pm |
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| 18. |
Re: seem like don&&39;t have to wait, back to 8.xx tomorrow
Not quite. Discounting happening due to Samsung/RMBS
settlement. Sellers are figuring something similar
for MU.
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Micron Technology, Inc. (MU)
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iknowsemis |
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19-Jan-10 06:00 pm |
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| 19. |
Goodbye to triple digits
or even much more than the AH trade. The settlement
was a give away. Tells you how RMBS felt about their
case. "Up to $900M over 5 years." So much
for the $12B on treble damages. This little...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Rambus Inc. (RMBS)
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iknowsemis |
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19-Jan-10 05:52 pm |
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| 20. |
Re: what about the lawsuit
The RMBS trial is a real danger. I'd call it a
coin flip right now. RMBS longs think it is a sure
win, but that is far from the fact. The trial has
been delayed to March...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Micron Technology, Inc. (MU)
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iknowsemis |
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18-Jan-10 09:47 pm |
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