
result, the company's December-quarter operating margin actually improved--quite the opposite story that rival Lexar LEXR told just days ago, when it announced its preliminary results. But we remain concerned about the long-term industry fundamentals
many consumer electronic devices. In 2006, the company formed a joint flash manufacturing venture with Intel and acquired Lexar Media . Lexar's product portfolio includes flash memory cards that store information in portable gadgets such as MP3 players and
assessing the relative exposure of several memory makers to this legal action. First off, the civil case is named Stuart Go v. Lexar Media , Inc., indicating that as the owner of Lexar, Micron's MU potential exposure may be significant. In fact, our report
Micron MU has raised its bid for Lexar LEXR in the hopes of mollifying Lexar shareholders opposed to the purchase. Micron agreed to increase the ratio of shares swapped in
Samsung to provide flash components for its cards. We like some companies for their stocks, others for their products. Lexar Media falls into the second category. As the fourth-largest flash memory card maker worldwide, Lexar makes a fine product
Various news media have speculated that SanDisk SNDK might be considering a bid for Lexar Media LEXR . From a vertical integration perspective, Micron Technology MU seems to be the natural candidate to acquire Lexar. Micron and
Micron MU has agreed to acquire Lexar LEXR in an all-stock deal worth $700 million, or about a 20% premium to Tuesday's closing prices. We think this deal has the
can benefit from such price cuts in the long term as weaker competitors are driven out. Memory card manufacturers like Lexar LEXR were only marginally profitable before this news and will be under significant financial pressure going forward. SanDisk not
wide array of devices, including digital audio players and mini storage drives. Companies like SigmaTel SGTL, Lexar Media LEXR , and SanDisk SNDK have quickly grown to prominence, thanks to this proliferation of devices. Moreover, well
Last Monday, Lexar Media LEXR was dealt a blow in its ongoing litigation battle with flash-chip rival Toshiba when a U.S. judge denied the firm's request