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To: richardred who wrote (3633)	8/20/2014 6:00:24 PM
From: The Ox	Read Replies (1) \| Respond to of 8239

The IRF purchase makes companies like SMTC and FCS look attractive on a valuation basis. Some of the laggards in the sector might catch a bid as well.

To: richardred who wrote (3633)	8/23/2014 9:24:22 AM
From: richardred	Respond to of 8239

I think it shows how unloved and undervalued the sector was. This based on forward earnings growth that have yet to materialize for many. It's good balance sheets for most part in the sector, but earnings growth poor. The taking out the sector competition for scale and margins seem to be the order of the day now. I think other players will be threatened and the consolidation will continue. Diodes Incorporated (DIOD) looks interesting to me. On August 22, 2014, Peregrine and Murata announced the signing of a definitive agreement pursuant to which Murata will acquire Peregrine in a transaction valued at approximately $471 million. Under the terms of the transaction, Peregrine shareholders are anticipated to receive $12.50 in cash for each share of Peregrine they own. finance.yahoo.com