Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: The Ox who wrote (49103)	8/24/2010 10:44:36 AM
From: The Ox	Read Replies (1) of 95574

OT - somewhat INTC buys McAfee and pays a 60% premium over the market. I think this tells us a book full. In my view, that was double compared to how deals like this used to be handled (a 30% premium was much more the norm). I look across the semi landscape and see a number of companies that would be worth purchasing for a 60% premium to their current prices, if one has the deep pockets necessary and can wait out the 2 or 3 years it takes to assimilate and integrate 2 large entities. Finding the right fit is tough but I suspect the tougher part is trying to convince some of the potential acquisitions to stop believing they are "currently" worth more then 60% at the moment!!

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