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Analog Devices, Inc. Message Board

big_red_sun 5 posts  |  Last Activity: Aug 22, 2014 8:52 PM Member since: Mar 27, 2012
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  • Reply to

    ADI

    by druid.wilson Jun 9, 2014 11:32 AM
    big_red_sun big_red_sun Jun 9, 2014 12:20 PM Flag

    Appears to be enthusiasm for ADI buying HITT. We'll see, looks like fading. Maybe a good fit, hopefully they can scale sales to justify price paid. I always wondered if ADI would be acquired (TXN?) or an acquirer as the Analog sector consolidates. Maybe both. But, for now, they are buying, not selling.

    Sentiment: Hold

  • Reply to

    IBM keeps selling to raise cash

    by topinvestgun1 Jun 10, 2014 11:29 PM
    big_red_sun big_red_sun Jun 11, 2014 9:37 PM Flag

    IBM sells stuff that is becoming a commodity. When did they last sell scales?

    They got rid of: Rohm (well, they destroyed it), PCB, PCBA, PCs, Disk Drives, Printers (twice), PoS (Point of Sale), etc. IBM did manufacturing because they had to, not because they wanted to. Having a trophy pair of wingtips sullied by photoresist is so tacky....

    Now on to low end (x86 -- face it folks, scale out won) servers, and now chips. Whoopie. Between ARM moving up, INTC bragging on process (weak), and Open Power, well --- get into software if you can. Better yet, Biotech or a Bioinformatics, with related services. IBM is trying to do this, and a whole lot more. Maybe illegal drugs has better margins, but wingtips really do stick out in that biz, and you don't exactly get to retire.

    We'll see. They will turn it around. Will the wait be worth it? 100 years says hell yes. Then again, in 100 yrs, I am dead.

    I was in hardware, twice, with IBM. Can't say I'm too bright on that decision, but come on, if you think these folks are dumb a**es, you are delusional. They will make some good decisions, some bad, but at a 10 PE for next year, they can afford some dumb #$%$.

    Zipperheads Unite! With climate change, maybe I will go back to Endicrotch from Austin. In the long run.

    BRS

  • Reply to

    absolutely insane

    by bot_feeder Aug 20, 2014 2:18 PM
    big_red_sun big_red_sun Aug 20, 2014 3:30 PM Flag

    I have held this one forever. Glad to see it pop, but the price is pretty steep, so selling what I have.

    I also held LSI, and Avago took them out. So, consolidation is happening.

    What I have left is ADI, but they just took out Hittite, and I think at 15 B +, TI is not likely to bite.

    Any other midrange ones you think are targets? Presume you already own them.

    Good luck,

    BRS

    Sentiment: Sell

  • Reply to

    absolutely insane

    by bot_feeder Aug 20, 2014 2:18 PM
    big_red_sun big_red_sun Aug 21, 2014 11:14 AM Flag

    Cool, thanks.

    I will try and dig a bit in the analog (SLAB?), power (many of them), and maybe comms (BRCM, kinda big though) sector looking for semi values/take outs. Look in a few segments to just not get overwhelmed by take out candidates....I will try to post some thing back. Looking for potential take outs is probably a futile effort, but it is interesting. Most of the takeouts are probably pre IPO anyway.

    NVDA. maybe Intel goes after them? AMD might get eaten, but not sure anyone would want to digest that mess. I don't think the APU/CPU biz is very attractive, just my opinion.

    I owned AMAT and TER from about 96 to 98, and they were very good to me. So, been out a long time. TER is a really solid company, they have a really good position in both wafer test and PCBA test. I have been tempted by them lately. KLIC is undervalued, but they are always undervalued it seems like. No respect for the back end players in equipment, but if the semi uptick continues (TSM claims they are booked for 4Q already), they should see the demand.....

    Good luck with it. You are right to not count on buy-outs, but it sure looks like consolidation is in the cards. Wonder if there is a fund that concentrates on that.....unlikely.

    BRS

  • Reply to

    absolutely insane

    by bot_feeder Aug 20, 2014 2:18 PM
    big_red_sun big_red_sun Aug 22, 2014 8:52 PM Flag

    Follow up, IBD had an article that caught my eye. Probably confirmation bias on my part, but it says "analog/power" segment ripe for consolidation. Listed Atmel, Fairchild, and ON Semi as potential targets. Still gotta do some digging....

    BRS

ADI
51.12-0.17(-0.33%)Aug 29 4:00 PMEDT

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