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FoolioD

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  • Spreadtrum's Buyout Price Should Be Raised To $34.50 [View article]
    Im sure you'll have another oppurtunity to buy SPRD - just not on the US exchange. I would guess that not too long after it goes private, it will be setup on the Hong Kong exchange, or something along those lines. Give the opportunity for all the Chinese "officials" at the "university" to cash out their options, and give SPRD management opportunity for SPRD management to maintain their equity (rightfully so for management running a great company). Thats why I doubt any other buyers came along - the Chinese government wouldnt have an opportunity to profit if someone else bought them out, and the Chinese government has the power to make such a deal difficult.
    Aug 20 02:25 PM | Likes Like |Link to Comment
  • Spreadtrum Communications: What To Believe [View article]
    I disagree with this comment - the author's exhibits a knowledge of Spreadtrum's business, and of the overall Chinese mobile market of someone who has been following either for at least 20 minutes.

    Of course the author doesnt mention if Marvell CEO's remark of 70% TD marketshare is limited to TD-SCDMA SoC solutions, TD-LTE, nor does the author mention that Spreadtrum's 50% marketshare is not a claim by the company but an estimate from by various, independent analysts.

    Of course, that would take another hour or so to research.
    Jan 11 12:28 PM | 1 Like Like |Link to Comment
  • Spreadtrum: Is Muddy Waters Right? [View article]
    Dude, go away - I see you've moved on from bad mouthing $YONG from a few months ago and are just looking for the next Chinese company on which you can ride the wave of negative sentiment. Try reading a balance sheet.
    Jul 7 01:10 AM | Likes Like |Link to Comment
  • Spreadtrum: Compelling Value After Broad Chinese Stock Sell-Off [View article]
    Whoa - the shorts havent chimed in yet. Good post.
    Jun 23 12:31 PM | Likes Like |Link to Comment
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