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  • Tsinghua Unigroup aims to build chip empire  [View news story]
    @RSA,
    just curious, do you believe MU execs when they tell you the IP coming out of the IMFT JV between MU & INTC is co-owned by both companies? fyi, I do.

    Only a short few days ago, vlad and all the INTC pumpers were inferring that MU will be INTC's gimp. Quite the opposite. The cool thing is that when XPoint revenues become substantial in 2018, MU will have the option to purchase INTC's half of IMFT. How do you like them Apples?
    Nov 19, 2015. 01:20 PM | Likes Like |Link to Comment
  • Tsinghua Unigroup aims to build chip empire  [View news story]
    @RSA,
    in life there are 2 things

    'the truth' and 'not the truth'

    It's ONLY the viewers interpretation of those things that creates a quasi third thing - 'Stretching the truth'

    I only believe in black and white
    Nov 19, 2015. 10:38 AM | Likes Like |Link to Comment
  • Intel's Memory Push Is Huge For Its Data Center Business  [View article]
    Bruce/RSA,
    I think you guys are missing the big picture

    1.) INTC's captive use of XPoint is just a value add to their processor sales
    2.) MU's captive and external use is to meld dram/XPoint/Nand in:
    A.) A single chip solution that all PC, Handset, gadget makers could use
    B.) Develop SSDs that have SOC or 1 stop shop for all resources that compose a storage device (Dram, XPoint, Nand and controllers)

    the storage market is a far larger market than the processor market. There currently is only ONE company in the world that has all 4 technologies in house (Dram, Nand, XPoint and controller), that is Micron.
    Nov 19, 2015. 10:34 AM | 7 Likes Like |Link to Comment
  • Intel's Memory Push Is Huge For Its Data Center Business  [View article]
    @skater,
    All products coming from the IMFT JV between MU and INTC are co-owned. 3D Nand AND XPoint IS COMING FROM THE IMFT JV.

    Thus, we are not conflating the 2.
    Nov 19, 2015. 10:27 AM | Likes Like |Link to Comment
  • Tsinghua Unigroup aims to build chip empire  [View news story]
    @rsa,
    "I happen to like investing in company's where management does not tell the public much."

    there's a difference between 'not telling the public' and lying to the public
    Nov 19, 2015. 10:22 AM | 1 Like Like |Link to Comment
  • Intel's Memory Push Is Huge For Its Data Center Business  [View article]
    @bruce,
    I actually think it's Intel that has its hands tied. MU has dram and NAND at scale. Thus, they will create packages that meld the dram to XPoint To NAND bridge. The market for storage based XPoint products will be far greater than the datacenter processor market. That's precisely why Intel is ramping th dalian China facility. I.e. They are playing catch up.
    Nov 19, 2015. 12:44 AM | Likes Like |Link to Comment
  • Tsinghua Unigroup aims to build chip empire  [View news story]
    @rsa, why invest in a company if their execs lie to their shareholders?
    Nov 19, 2015. 12:30 AM | 1 Like Like |Link to Comment
  • Intel's Memory Push Is Huge For Its Data Center Business  [View article]
    @rsa,
    " is profit from them by building as much 3DXP as it can as quickly as it can.
    Anyway, that is what I would do if I were running Micron. "

    But we all know that as is the case with all new technology, there's a STEEP learning curve, i.e. ramping yields.

    Thus what happens if 90% of all XPoint product (wafers, end product) is dumped directly into the dumpster due to poor yields? What happens if the technology kinks aren't worked out for a couple years? Could cause major financial problems for MU (all the while INTC smiles as it knows they will be able to acquire MU in the single digits). Just a wild and crazy theory :)
    Nov 18, 2015. 06:23 PM | Likes Like |Link to Comment
  • Intel's Memory Push Is Huge For Its Data Center Business  [View article]
    @RSA,
    correct, BOTH INTC or MU can decline the ability of the other to license the technology.
    Nov 18, 2015. 05:35 PM | Likes Like |Link to Comment
  • Einhorn cuts MU and AMAT stakes, exits LRCX, enters GRMN  [View news story]
    @Peter,
    that's the way the IRS conveys it
    Nov 18, 2015. 05:13 PM | Likes Like |Link to Comment
  • Is Groupon A Takeover Target?  [View article]
    @lyak,
    GRPN's execs are literally the worst decision makers I have ever witnessed. The company has the worst corporate governance on Wallstreet.

    Please read my instatalk about groupon. It explains the numerous pitfalls of GRPN and its brain dead execs.

    Now regards to your "it could happen again" comment.

    It absolutely could happen again. However, the only way that ever happens is through significant EPS growth.

    The 'run' to $12 was all orchestrated by LefkofSKI & Keywell in order to liquidate a couple hundred million dollars in personal shares. If you understand their track record of obtaining 'wealth', look it up. Their method for wealth generation has been this:

    1.) Start a business.
    2.) Acquire other businesses
    3.) Grow billings/revenues at the expense of earnings
    4.) Sell company

    They did that to a tee during the last 2 years at GRPN (T-Mon, India, Ideeli, etc)
    Did their revenue explode? Yes
    Did they personally pocket millions of dollars? Yes
    Did the company make any money? No
    Did the value of the company increase during this period? No

    Brad and Eric have one last ditch effort to liquidate their remaining shares of the company. They will do this by the following:

    1.) Juice revenues one more time (expand ToGo delivery services, NOTE: No profits will be made via this venture)
    2.) Continue to layoff employees

    During this 'push' for revenues, their balance sheet will get worse and worse. NET cash will get smaller and smaller. The company will shrink on all aspects.
    Nov 18, 2015. 04:52 PM | 1 Like Like |Link to Comment
  • Intel's Memory Push Is Huge For Its Data Center Business  [View article]
    @101,
    maybe I'm a bigger idiot than what I think I am...

    Say in 2018 the total dram market is $54B...

    Say MU's world wide market share of the dram market remains stable at 20%...

    For MU, that's about $10.8B in annual dram revenues in 2018

    Now the crux of the scenario. Are the 5-10% numbers MU execs threw out yesterday a world wide number OR a MU number? If the latter, then 5-10% would equate to about $2.1B in XPoint sales in 2018.

    Given XPoint might cannibalize some dram sales & nand, I don't see XPoint being a catalyst for revenue growth. Maybe it provides 5-10%??? Which isn't bad. But that won't happen for a couple years.

    However, on the other hand, if the margins are say north of 40%, then we could be sitting on a no brainer. 40% margins on $2B in sales could translate to $800M annually or a boost of 80 cent per share. Replacing the piss poor PC dram business with 20nm/3DNand/XPoint would provide better product mix and further boost eps. Once again, none of this occurs in 2016. More like a late 2017 early 2018 story.

    Place your bets.
    Nov 18, 2015. 04:33 PM | Likes Like |Link to Comment
  • Intel's Memory Push Is Huge For Its Data Center Business  [View article]
    @Pizza,
    " 1/2 the size of the DRAM business in terms of bits by the end of 2017"

    huh? just YESTERDAY, MU's executives stated

    the potential growth rate of the XPoint would be targeted at 5-10% of revenue by 2018

    wut's up wid dat?
    Nov 18, 2015. 03:01 PM | Likes Like |Link to Comment
  • Intel's Memory Push Is Huge For Its Data Center Business  [View article]
    @skater,
    no. we know exactly what we are talking about.
    thanks for your concern
    Nov 18, 2015. 02:35 PM | 4 Likes Like |Link to Comment
  • Micron To Post Ugly Q4 2015, But Forward Guidance Will Be Great  [View article]
    @Minions,
    taking another swing at $15.55

    I'm wishing myself all the luck in the world :)
    Nov 18, 2015. 02:16 PM | 1 Like Like |Link to Comment
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