Stockwatcher2008

STEC Design Win at Apple: Short-lived Catalyst?

This was highly informative

Atmel: Merger Arbitrage Opportunity Par Excellence

I agree with this article. These guys would have a serious shareholder battle if they declined the offer. The stock has not seen $5 per hsare in a long time. And, Sanghi is making it very attractive by demonstrating flexibility in terms of stock and cash, which kills one potential excuse.

Sanmina May Be In Talks With Flextronics

Jeremy, I have followed you for awhile and made good $$$ off your last call on SANM. Bought at $1.15 but sold too early at $1.60. I agree that FLEX could easily buy SANM and saw the 10 million shares buying (obviously a big player). FLEX has $1.7 Billion cash and SANM's market cap is only $737 million. Even if they only offered a 40% premium over Friday's close, they would only be paying for the CASH of SANM. If FLEX prices in the synergies, it becomes a whole new story and I could see an offer of at least $2.75 per share. I think you are being too conservative on your target of $1.84. I sold too early last time (even though I made 40%). This time I will buy and hold on for hopefully an even bigger gain this time.