http://www.fool.com/investing/general/2013/12/27/...d-240-in-201.aspx....Micron finally closed the game-changing acquisition of bankrupt rival Elpida this summer, after more than a year of painful regulatory wrangling in Japanese courts and government bureaus. The $2.5 billion deal could have fallen apart at several points along the way, which explains why Micron investors didn't bid the stock up in 2012. Too much uncertainty, and the Elpida thing really needed to happen.
It's not exactly fair to say that the entire 240% surge rested on Elpida. The company is already a proven winner in the rapidly consolidating memory industry, after all. But there's no way the shares would have soared 240% without this buyout. I did call it "game changing" already, and I mean it.....
und die Konkurrenz?
http://www.businesskorea.co.kr/article/2766/...evelops-4x-faster-dram Jefferies & Co.’s Hyunwoo Doh in a note to clients this morning said
this is a replacement for existing capacity at the M10 facility, “rather than for additional capacity.”
aber Merrill sieht das nicht so rosig
....... Merrill Lynch’s Simon Woo cut his rating on Micron shares to Underperform from Neutral, citing the Hynix issue specifically as a source of rising competition and weaker prices.
And another bear, Wells Fargo chip analyst David Wong, who also has an Underperform rating on Micron, noted this morning an article in the Korea Times claiming Hynix has recovered from a fire that hobbled production back in September of this year.
Wrote Wong, “Our checks directly with Hynix suggest to us that this news is correct,” and as a consequence, “We think DRAM output from Hynix could rise substantially over the next few weeks while DRAM demand moves into the seasonally weak period of the year, potentially resulting in significant pressure on DRAM prices.”
http://blogs.barrons.com/techtraderdaily/2013/12/...etition/?mod=tech
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