Micron Beats Estimates; Memory Market Recovering?

On September 29, Micron Technology, Inc. (NYSE: MU), the leading memory chipmaker, reported its fourth quarter and fiscal year 2009 results. Although the company booked its fourteenth straight quarterly loss, there was one bright spot in that losses were less than last year and beat estimates. Micron’s shares have more than quadrupled since the beginning of the year. Are these

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Infineon: Financials

By Vijay Nagarajan, Guest Author In the first part of this series, I presented an overview of the company’s various business segments. With that as the background, let us look into the company’s recent financials.

Catching Up on Readings: Hydro Alchemy

Since the last catching up list on April 26, you may have accumulated more backlog. What’s with the Yahoo-Microsoft frenzy? Here’s a quick cache of the articles since then that you may want to make sure you read:

Pioneering Change in the Memory Market: MetaRam Visionary Fred Weber (Part 6)

SM: You have market potential to build a pretty big business. Is that what you want to do? FW: I want to build a profitable and sustainable business. We do not want to grow too fast. Our strategy is to have the right technology, the right architecture and the right product mix in the right

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Pioneering Change in the Memory Market: MetaRam Visionary Fred Weber (Part 5)

SM: You have been doing this for two years, where are you in terms of products? FW: We don’t produce the DIMM, we produce controller chips. We sell controller chips to DIMM makers. Our partners today are Smart Modular Technologies and Hynix. They take their DRAM, put it on a board with our chips to

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Pioneering Change in the Memory Market: MetaRam Visionary Fred Weber (Part 4)

SM: How does MetaRam fit your golden rules? FW: I often say the main rule golden rule is “CPUs should talk directly to DRAMs is because that is how God intended it to be, and you should not get in the middle of it”! That is why it can be surprising when you look at

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Pioneering Change in the Memory Market: MetaRam Visionary Fred Weber (Part 3)

SM: Chip design does not have to be a labor intensive process. FW: No it doesn’t, but it can be. You can very easily apply too many people. You need a lot of people for complex chips, so there is always a temptation to use too many people. The problem is you then run into

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Pioneering Change in the Memory Market: MetaRam Visionary Fred Weber (Part 2)

SM: What was significant about your time at AMD for both yourself and the industry? FW: It was a time that brought about the absolute consolidation and predominance of microprocessors. In the 1980’s the RISC processors and single chip processors where gaining importance but there were still mainframes in multiple architectures. By the mid 90’s

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