WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 163.00

-0.4%

Nov 7 9:30 AM EST

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To: Art Bechhoefer who wrote (59901)	2/18/2016 5:02:37 PM
From: SiliconAlley	Read Replies (1) of 60323

I respectfully disagree with this assessment. The "reasonableness" of the deal has nothing to do with an $86.50 acquisition. $86.50 is predicated only upon the Unisplendour deal closing before the SanDisk deal. The timing of the Unisplendour closing is primarily in the hands of regulatory authorities, and they do not care one iota about the book value of SanDisk patents. From what I can see, you are doing everything in your power to justify to yourself the value of SanDisk shares. Unfortunately, none of this is related to the reality of the deal structure, and how much cash/equity will be exchanged for SanDisk shares.

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