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Tessera Technologies Inc. Message Board

  • jacosa jacosa Sep 17, 2011 2:32 PM Flag

    Deutsche Bank Conference

    Highly recommended. First-Mr Young appears to have worked very hard on his public speaking. He shows promise of becoming an asset to the stock price. Also, it gives the best explanation I've seen of the new corporate structure.

    Mr Young took advantage of a question to say that the large cash stash ccould be seen as a promise that Tessera WILL sue when necessary (as if anyone could doubt that...but I guess that if you're as big as well, you know, you're accustomed to little guys backing away from a deposing ccontest with you) At the same time, it's enough money to start manufacturing camera modules if nobody offers to pay up for DigitalOptics.

    Apparently the DFD introduction was 'mostly' a bombshell. Some customers had warning. It probably ought to be seen as a "proof of concept" for 4FD, which looks like a no-brainer for server memory. The natural market for DFD looks to be handheld devices. Do check out the Invensas web site. It's more than imaginable that the announcement was partly intended as pressure on Amkor to sign a new license. Another 18 months of useful life for an assembly line is no small thing in hard economic times.

 
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