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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: J Mako who wrote (45535)	11/17/2011 2:33:18 PM
From: Jurgis Bekepuris	Respond to of 78462

TSRA - since I sold it 20% lower, obviously I'm not interested in buying it 20% higher. I bought it mostly on the patent-buyout wave, hoping this would lift it too. It didn't. I don't have strong opinion about its patents or numbers. Expansion to optical was probably diworsefication trying to spend the cash they got from semi packaging. Possible outcomes: - Buyout. - They develop new tech/patents and get a boost from that. - Their current tech falls by wayside with no replacement - They buy even more cos/tech to expand It is somewhat attractive at $10-12 level, since cash provides the downside protection as long as they don't spend it on acquisitions. At current levels it really becomes a speculation on the success of their business.