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Micron Technology, Inc. Message Board

  • concourier concourier Nov 15, 2013 11:34 AM Flag

    Let the bidding begin....

    intel, apple, qcom ?

    Sentiment: Strong Buy

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    • Well the spike this morning may have come about from the Seeking Alpha article about a possible INTC + MU super NAND company:

      With the overall PC business slowed, if not falling, INTC's relatively stagnant stock price, plus new management that is probably more in tune with making their own fortunes with bold moves, major moves by Intel to make new markets is very possible. The SSD market needs to be priced so consumers can afford it in a mass market way.

      If INTC has as its goal the taking over the main stream HDD market with SSD, leaving HDD to serve archival or longer term storage needs, then a MU takeover could make sense. As for the reason of why now rather than when MU was much much cheaper that is an easy question. INTC didn't have the strategy and future vision till now. INTC is a manufacturer first and foremost. That is their core ability. Big output is their goal.

      With or without a takeover, MU will reach highs that make the current battle for the 20's seem inconsequential.

      Sentiment: Strong Buy

      • 1 Reply to quorum007
      • I just don't see INTC wanting Mu. It isn't a crazy idea by any means but it doesn't make sense. The moble miss aside, the people at intel are very smart and the current state of affairs in the memory world is likely not a shock to them and they would have seen any need to start integrating memory and processor functions a long time ago. So I think if they wanted Mu, they would have done it earlier and on the cheap. I also don't think they want to be in the memory business. They got out a while ago. The interesting angle is if they they want memory for internal use in products they sell, that would make sense and I suspect they would just make their own. I assume they have all the IP they need to do it and are certainly capable. So maybe they start making flash themselves to sell SSD's or memory cubes or whatever the next value added memory product is. That would hurt Mu and everyone in the business.

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