since the assimilation! Your resistance to this board obviously proved futile. The collective, however, welcomes you back. ;-)
Well, this pop was a nice surprise. Lets see if Potts and your nemesis schroeder actually know what they are doing. Obviously not smart enough to follow the Lehman plug with some more press. All eyes are on S3 right now and management isn't gracing its public with an audience. I guess they're all booked up with the instituional boys.
Someone pointed out it seemed odd that S3 was given outperform but sets a 100+% increase in stock price target. Agreed that its strange.
I also want to know all the secrets that Lehman knows about S3.
Much of my positiveness comes from things that were part of Diamond. I was very negative about 2 things about the acquisition, the price which was patently unfair and the graphics outlook for the combined entity which I thought to be horrible at least in the mid-term and which has proven to be even more horrible than I thought (this company lost a pant load of money from graphics operations the last quarter) although you can see some degree of improvement on the horizon. What has me very positive is that all the Diamond leading-edge businesses are doing very very well, Rioport.com is on track (although it is taking forever to get this IPO done) and finally there seems to be an exit strategy that makes sense from this graphics debacle. VIA needs the graphics business and the attendant intellectual property and by emphasizing integrated solutions they can even make it work. This not only sends the albatross packing it allows the remaining businesses to be valued as leading-edge with premium multiples instead of as part of a graphics commodity business that routinely gets its butt handed to itself.
post-takeunder, decided I needed a break from mesage board mania, but posted occasionally. Potts, although not a financial type, it seems to me, has a nose for the right financial moves. Schroeder is a disgrace to Harvard. You'll get some news out of the Robbie conference tonight.
I don't think there are any secrets, it all seems pretty transparent.