Is there a hope for Micron?

Implications: The article point a very important issue, there is no hope for Micron to compete in the DRAM market with the Asian companies (Samsung, Hynix, Elpida). As all the other US companies (sadly) got out of the memory business, Micron will have to exit this market.

Analysis: For years Micron stand as the lone ranger trying to compete in the DRAM market with very limited success. The DRAM market is very difficult market to compete and Micron gave a very admired fight, but it's time to move on.
Most of Micron's fabs are aging 200mm, they are totally not competitive with the new 300mm Fabs in Asia. The fabs will have to stop making DRAM very soon. At this time the only alternative for Micron is to continue with the COS (CMOS Image Sensor), though even there they are facing tough competition from OmniVision and the other competitors in Asia that some of them are turning to manufacturing in 300mm Fabs.
The IM (Intel Micron) JV is too little and too late, the NAND market is totally dominate by Samsung, Hynix and Toshiba/Sanidsk, so IM has very little chance to be a major player.
Overall I don't think Micron will survive as an independent company for more than few years...