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Tessera Technologies Inc. Message Board

  • da_real_facts da_real_facts Nov 5, 2011 12:13 PM Flag

    2 gig DRAM chips

    At the conference call, the new cEO was asked when 2 gig DRAM chips would start growing?

    Answer - a um, a, a, as you know, a, a, um, we don't research that data, a, a, umm ummmmm we rely on others, aaa mmmmmmmmmm.

    No wonder the stock price dropped below cash value which triggered an audit.

    Has the air bag deployed yet?

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    • I'm pretty sure that no responsive answer to that question was possible, which might go a way toward explaining its sketchiness.

      Your customers don't like being spied on; they like even less your disclosure of the secrets you've learned by spying on them, and the public vendors of estimates of commercially-sensitive information get very extremely upset when someone discloses their stock in trade for free.

      Minor quibble: I think the stock price did not drop below cash, but rather below book or tangible book or one of those things.

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