Fri, Feb 27, 2015, 8:19 PM EST - U.S. Markets closed


% | $
Quotes you view appear here for quick access.

Tessera Technologies Inc. Message Board

  • sampletestportfolio sampletestportfolio Sep 29, 2011 12:07 PM Flag

    BUYOUT bait

    Option activity exploding today.

    $590 million in net working capital after subtracting ALL liabilities, vs. $615 market capitalization at $12 per share.

    If company DOES NOT offer massive stock buyback to support stock, IT WILL BE TAKEN OVER IN COMING WEEKS!

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Not that it couldn't happen, but this isn't a good season to get a bridge loan. Frankly, I'd prefer a special dividend to a buyback.

      What would surprise me less than most people is if Tessera combined a license renewal with purchase of a fab. If digital optics succeeds, they can use a lot of manufacturing capacity at around 1 micron feature size. Even without camera manufacturing, there may be a use for an old fab in commercializing high density packaging (the substrate for mounting a chip with specialized dielectrics is a pretty sophisticated item itself). Several of the big boys have to keep building fabs to keep up with technology, and the ones left behind get moved to low-margin products. Or Tessera might (less likely) be in the market for assembly facilities, since the preferred way to sell "silent air cooling" is on a base board.

40.06+0.04(+0.10%)Feb 27 4:00 PMEST

Trending Tickers

Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.