Bapcha's Stocks. The best insights into Silicon Valley & bio/pharma stocks, companies and their management.

Posts Tagged ‘Samsung’

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. ┬áThe clear time to buy more is when pricing power returns to the industry – ...

Why a hostile takeover of SanDisk is impossible.

09.16.2008 · Posted in Eli Harari, iPod, Microsoft, MSFT, Samsung, SanDisk, Sansa, SNDK

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 ...