Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 299.81

+2.7%

4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Donald Wennerstrom who wrote (59960)	5/22/2013 8:14:02 PM
From: Sam	Read Replies (1) of 95611

I think it has been about a year now, or at least almost that since Micron emerged as the frontrunner after the Taiwan companies declined to merge with Elpida. Or whatever that power play was, it seemed pretty convoluted to me. My guess is that the hedge funds want Micron to pay them to go away, but Micron is adamant about not doing so. They (Micron) have the support of the Japanese government, and after the Japanese creditors agreed to the deal, Micron doesn't want to jeopardize anyone's good will. The reasons for the merger won't go away, but the longer it takes to close, the longer it will take Micron to realize the benefits of size and to rationalize the structure of the two companies.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next