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Technology Stocks : Qimonda
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From: mlc1789/19/2007 4:14:32 PM
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Picked up some at $11.00. First buy for me in several months. Since it is way below book value, I cannot believe Infineon is going to sell at these prices.

My previous sale was $17.11 (but I didn't sell all of it like I should have). I don't expect to see 17 again this year. Maybe a couple bucks gain is possible.

I read the recent prospectus which said 58% or 59% of bit production in the previous 9 quarters came from external sources (Inotera, Winbond, SMIC). Since it is primarily standard computing DRAM which is in a slump, wouldn't it be possible for Qimonda to purchase less from the foundry partners when pricing is weak and to drastically cut losses in this way? If so, it is very easy for this company to get back on its feet if management is not stupid. A recent Morningstar report agrees with this point but I don't know if management agrees. Most of Qimonda's specialty memory, on the other hand, is made in Virginia and Dresden. The specialty memory carries a higher margin.
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