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Strategies & Market Trends : Speculating in Takeover Targets -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (4746)	2/12/2018 10:39:56 AM
From: richardred	Read Replies (1) \| Respond to of 7239

Hi Bob I have a few educated guesses. Back in the mid eighties. On my way into work . This when I worked at Burroughs corp. I passed Harris corp every day. I remember them being into some Gallium Arsenide chips. They later spun off their semi business as Intersil. I was very interested about GA long ago and ask my brother about Gallium Arsenide way way back. A little company in Rochester called Kaytex made crystal growing furnaces for Semis. Another Rochester company acquired it. I believe it was, General Railway Signal? As you know Silicon Carbide is the building blocks of LEDS. Two other companies with a little GA research to jog my mind. Vitesse and RF Micro Devices? I've owned Harris on and off and no longer own it. One other point to remember. MFG's of Chips used in critical defense programs can't be sold to certain foreign countries for reasons of national security. Hope this helps

To: robert b furman who wrote (4746)	2/28/2018 11:24:49 AM
From: richardred	Read Replies (2) \| Respond to of 7239

RE-Military Chips /Defense business Bob whether you knew it or not. IMO your on the right track here. BTW FWIW MSCC bought two of my former holdings Datum by Symmetricom, and then Symmetricom itself. FEIM wanted Datum , but lost out to SYMM. I recently bought back into FEIM after a long break. They received a nice military contract of late. freqelec.com P.S. What ever happened to that lost secret billion dollar satellite ? Microsemi in Play: Report By Chris Casacchia Tuesday, February 27, 2018 Aliso Viejo-based Microsemi Corp. is in “advanced talks” on a potential sale to Microchip Technology Inc., according to a Wall Street Journal report. The report comes less than a week after RBC Capital analyst Amit Daryanani listed Microsemi as a potential takeover target for Broadcom Ltd. if its ‘reduced’ $117 billion bid for Qualcomm Inc. fails. Less than a month ago the local chipmaker hired investment bank Qatalyst Partners to explore options, according to reports by Reuters and Dealreporter. Microsemi has a longstanding policy of not commenting on speculation. The company under Chief Executive Jim Peterson has undergone a diversification effort in the communication, Internet of Things and data center segments to augment its legacy positions in the military, industrial and aerospace sectors. Its chips are built into satellites, drones, digital televisions, defibrillators, pacemakers and other devices made by the likes of Boeing, Hewlett-Packard, Dell Inc. and Samsung Electronics. Microsemi shares are up less than 1% in early afternoon trading to $64.51, just shy of its all-time high and a $7.5 billion market value. Shares of Chandler, Ariz.-based Microchip Technology are up 2.4% to $88.50 and a market cap of about $21 billion. Like Microsemi it designs a number of semiconductor products for customers in the consumer, health care and defense and aerospace markets. The rumored price is in the mid-$60 range, which RBC analyst Mitch Steves panned as too low in an investor note. ocbj.com