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Tessera Technologies Inc. Message Board

  • jacosa jacosa Mar 31, 2012 12:57 PM Flag

    Comments about annual meeting

    Most interestin thing was the tone. A lot of enthusiasm for digital optics and the move toward manufacturing. Shades of the old earnings projections. The flat statement that there will be a major design win in the first half was repeated. One can even argue that the phrasing took the prediction outside of "safe harbor" protection, so I have to think they mean it. The exit from the wafer-level camera business was both implicitly and explicitly rescinded.

    The Invensas part was more subdued. Nothing at all about owed royalties. Nothing about connection densities > 25/square mm. No hints about legal matters, although that is in keeping with recently-stated policy. I happen to like the emphasis on xFD because I'm coming more and more to believe that DDR4 will NEVER be standardied, and in a contest among 3 similar-performing non-standards for DRAM evolution, the enormously cheapest one has a big advantage. There may be another round when the non-standards for second generation DDR4 come out, but that's at least a few years off and 3D concepts I don't know about are likely to dominate by then.

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