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

To: Donald Wennerstrom who wrote (51666)	4/4/2011 8:38:31 PM
From: Sam	1 Recommendation Read Replies (1) \| Respond to of 95536

The investigation concerns whether the National Board of Directors breached their fiduciary duties to National stockholders by failing to adequately shop the Company before entering into this transaction and whether Texas Instruments is underpaying for National shares, thus unlawfully harming National stockholders. If TI is underpaying at $25, what the heck do they think Mr. Market was doing at $13-14?! I cannot see how that suit is anything but a nuisance suit. OTOH, I am quite sure that if someone came out with a $65-70 bid for Sandisk, someone would want to file a suit against it no matter where it had been trading before then.

To: Donald Wennerstrom who wrote (51666)	4/4/2011 10:35:47 PM
From: robert b furman	Read Replies (1) \| Respond to of 95536

Right - a 70% premium is not good enough! I'd say they are members of one OF THE MANY hedge funds that have sold these fortress like balance sheet companies down to ridiculous levels below value. Read about illegal naked short selling and how the SEC has been a sleep at the switch as Europe passed laws preventing the practice. Maked short selling has eliminated so many small caps stocks -the engine of jod creation. It is immoral and corrupt as the SEC has been warching porn. Where else has y over y growth of 50 % not been rewarded with multiple expansion? CASH PER SHARE in many of these quality companies is 35-50 percent of the stock price with 20 % of revenue continually being reinvested into R&D? GET REAL!! This group has had no respect for over a decade. If nothing else those in the sector know economies to scale and can buy growth through mergers and then organicaly. This ought to be the last straw that breaks out the group, as it did in 1998 when Kla bought Tancor. Why grind your margins to zero when collaberation can be accretive immediately. Merge and control. I like this deal.This may well be what was/is needed! Bob