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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Little John who wrote (51665)4/4/2011 9:23:44 PM
From: Sun Tzu  Respond to of 95546
 
I think you're on to something here. NSM's value to TI must be higher than to others. This does not make it a bad deal, just not a measuring stick for the industry.



To: Little John who wrote (51665)4/5/2011 4:14:33 AM
From: Sam  Respond to of 95546
 
With one of TI's plants not being able to ship product, it might be less expensive to buy capacity rather than lose customers to a competitor.

I dunno, if all TI wanted was capacity until they get their own plant up and running, they could have bought it for a lot less than $6.5b. I very much doubt that this deal was put together in the 3 or so weeks since the earthquake.


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