Light at the end of the semiconductor tunnel.
Flash and DRAM spot prices up 10% week-over-week at the time when most are sleeping........... ...
Archive for the ‘Samsung’ Category
Semiconductor stocks worth buying.
Q: When is it the correct time to buy into a cyclical stock/company/industry ? A: The correct time to nibble is when the leading company is losing money – while the second and third tier companies have NO pricing power. The clear time to buy more is when pricing power returns to the industry – ...
Why a hostile takeover of SanDisk is impossible.
I was talking to a couple of people I know, and e-mailing a few more regarding Samsung’s $26/share offer for SanDisk – and SNDK’s prompt rejection of the [as it is now] – friendly overture from Samsung. So, the question was – is a hostile takeover is SNDK possible at all? For starters, Eli Harari ...
SanDisk/Samsung.
The big news in semiconductors was the possible takeover of SanDisk by Samsung on Friday, 5th Sep 2008. Let’s for a second assume that Samsung [which already has close to a 50% market share in NAND flash] can indeed acquire SNDK [the #2 player with a little over 10% market share] – and keep the ...