semi-guru

Expect Good News from Tessera

Or there will be no news. Or they could announce a secondary offering that ultimately dilutes shareholder value. No way of knowing anything, since they've done this before without any major news. Sometimes its just for PR.

You make reasonable points but your analysis is completely one-sided and does not consider alternative business strategies. Qualcomm manufactures at Amkor. Or they could manufacture end product overseas and avoid the LEO/CDO entirely. Your article is 2 months old, and a lot changes in two months. ST Micro, Freescale, Spansion, and ATI are ALL wildcards at best.

So the premise of your article is "I think we will get some good news on September 17th?"

Be Careful With Tessera

Buy high, sell low. Good strategy. "A key patent expires next year" - nice reporting. What patent, what effect, revenue impact, how are licenses structured around this patent? There's nothing here but a stock report and a lame opinion with zero basis. A 9% drop in revenue in the worst economy since the depression. Go figure. Another expert analysis from Seeking Alpha.