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American Capital Agency Corp. Message Board

kaychen45 33 posts  |  Last Activity: Mar 18, 2015 3:22 PM Member since: Sep 9, 2009
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  • 2 new board members should be able to help GSIT in business, lawsuit & M&A etc...

    GSIT stock should be up soon.

    Sentiment: Strong Buy

  • kaychen45 by kaychen45 Mar 17, 2015 8:29 PM Flag

    Ouch !!! after adding 2 new board members

    why GSIT is down ???

    Down 2.82 %

    Sentiment: Strong Buy

  • Go GSIT

    Sentiment: Strong Buy

  • Why do you sell ~ $18.50 ???

    Any comments ?

    Sentiment: Strong Buy

  • Despite DOW up 259 points
    & ISSI sold @ $19.25.
    CY was up too.

    GSIT was down on 3/12/2015 !!!

    This really hurts long term investors.

    Go GSIT

    Sentiment: Strong Buy

  • Go Go GSIT

    Sentiment: Strong Buy

  • SHANGHAI, BEIJING, and MILPITAS, Calif., March 12, 2015 /PRNewswire/ -- Integrated Silicon Solution, Inc. (ISSI), a global fabless semiconductor company, and a Chinese consortium of investors led by Summitview Capital (the "Consortium"), today jointly announced that they have entered into a definitive merger agreement under which the Consortium will acquire all of the outstanding shares of ISSI for US$19.25 per share in cash. The proposed transaction values ISSI's equity at approximately US$639.5 million, on a fully diluted basis. The transaction is subject to approval by the stockholders of ISSI, as well as antitrust and other regulatory approvals. As part of the transaction, the merger agreement contemplates that, in connection with the closing of the merger, ISSI's operations in Taiwan will be restructured or some or all of ISSI's Taiwan operations will be sold as necessary to comply with the requirements of Taiwan laws and regulations. The Chinese consortium members also include eTown MemTek Ltd., Hua Capital and Huaqing Jiye.

    The ISSI Board of Directors has unanimously approved the merger agreement and recommends that the ISSI stockholders vote to approve the merger agreement. Details regarding the record date, and the date, time and place of the special meeting of stockholders to vote on the transaction will be announced at a later date. The transaction is currently expected to close in the third calendar quarter of 2015.

    With annual revenues of US$329 million for fiscal 2014, ISSI is a fabless semiconductor company that designs and markets high performance integrated circuits for the automotive, industrial, medical, networking, mobile communications, and digital consumer electronics markets.

    Commenting on the proposed acquisition, Scott Howarth, ISSI's President and Chief Executive Officer, said, "We are pleased to have reached this agreement, which we believe realizes significant value for our stockholders and supports continued innovation for our long-

    Sentiment: Strong Buy

  • Hope GSIT will follow up too !!!

    Sentiment: Strong Buy

  • kaychen45 kaychen45 Feb 10, 2015 11:45 AM Flag

    If GSIT wins the Antitrust lawsuit, then GSIT can get all the legal expense + revenue loss back.
    I estimate the amount should be $100 M and hope GSIT can get $200 M .

    $200 M = EPS $8.0 per share !!!

    Go GSIT

    Sentiment: Strong Buy

  • kaychen45 by kaychen45 Feb 10, 2015 10:36 AM Flag

    GSIT wins CY Antitrust lawsuit.

    Sentiment: Strong Buy

  • BREAKING: Qualcomm Pays $975M Fine To End China Antitrust Probe
    Qualcomm Inc. agreed on Monday to pay $975 million to end the Chinese government’s antitrust investigation into whether it used its position as the world's largest smartphone chipmaker to charge discriminatory fees to patent licensees.

    If GSIT can win CY antitrust lawsuit, then GSIT will be rewarded with at least $100 M that is ~ $4.0 per share (EPS).

    Go GSIT and win the lawsuit.

    Sentiment: Strong Buy

  • Reply to

    Cypress Loses 2nd Bid To End SRAM Monopoly Suit

    by kaychen45 Feb 7, 2015 2:44 PM
    kaychen45 kaychen45 Feb 7, 2015 10:23 PM Flag

    After taking control of the SRAM market, the consortium allegedly misled customers into thinking a new generation of products would soon be released, thus causing competitors to delay launching their own products, GSI argued. The alleged anti-competitive activities lasted from 2004 through 2010, extending into the statute of limitations time frame, GSI contends.

    On Tuesday, Judge Davila found GSI had provided sufficient expert testimony and circumstantial evidence that QDR group members had intended to harm competition to proceed with its claims. The ruling also rejected Cypress' argument that GSI had failed to show any causal link between GSI's alleged injury and the consortium's conduct.

    “The credibility and persuasiveness of GSI's expert witnesses are issues best left to a fact finder,” the judge wrote. “Until a fact finder is given an opportunity to assess the disputed facts underlying GSI's theory, the issue of antitrust injury is not ripe for summary judgment.”

    An attorney for GSI did not immediately respond to a request for comment Wednesday. Attorneys for Cypress declined to comment on the ruling.

    GSI is represented by Arthur J. Shartsis, Mary Jo Shartsis, Robert E. Schaberg and James P. Martin of Shartsis Friese LLP.

    Cypress is represented by Lee H. Rubin and Christopher J. Kelly of Mayer Brown LLP.

    The case is GSI Technology Inc. v. Cypress Semiconductor Corp., case number 11-cv-03613, in the U.S. District Court for the Northern District of California.

    --Additional reporting by Jonathan Randles. Editing by Kat Laskowski.
    Related Articles
    Cypress Can't Shut Down GSI's Antitrust Suit
    GSI Says Cypress Conspired To Set SRAM Standards
    USPTO Rejects Cypress SRAM Patent Claims: GSI
    Cypress Patents Found Valid In ITC Memory Tech Row
    Cypress, Ericsson Resolve ITC Battle Over SRAM Patents

    Sentiment: Strong Buy

  • Reply to

    Cypress Loses 2nd Bid To End SRAM Monopoly Suit

    by kaychen45 Feb 7, 2015 2:44 PM
    kaychen45 kaychen45 Feb 7, 2015 2:51 PM Flag

    U.S. District Judge Edward J. Davila denied Cypress' motion for summary judgment seeking to throw out GSI's claims it violated the Sherman Act and California's antitrust and unfair competition laws. Judge Davila rejected Cypress' arguments that GSI's claims are barred under a four-year statute of limitations. The judge also found that GSI had shown enough evidence to proceed on its antitrust claims.

    “At this point, GSI has raised enough issues of contested material fact to preclude summary judgment on the merits for this case,” Judge Davila wrote in his 22-page decision. “Accordingly, Cypress' motion for summary judgment is denied.”

    Tuesday's ruling marked Cypress' second failed attempt to escape claims it worked with co-conspirators to block GSI and other competitors from entering the SRAM market. The court previously rejected a motion to dismiss in 2012, finding GSI had successfully pled facts to assert Cypress violated antitrust laws.

    SRAM is a type of semiconductor memory frequently used in hard drives as a disk cache. GSI filed the suit in July 2011, alleging Cypress and its partners had developed standards that allowed them to get to market with their SRAM products before their competitors. The alleged co-conspirators include Micron Technology Inc., Integrated Device Technology Inc., NEC Corp., Samsung Electronics Co. Ltd., Hitachi Ltd. and Renesas Technology Corp., though only Cypress is named in the suit.

    In 1999, Cypress and two of its competitors, IDT and Micron, entered into a consortium called QDR to develop industry standards for higher-performance networking SRAM products outside of existing open standard-setting organizations, according to court documents.

    In 2000, the consortium announced it had completed its new standards. But the group delayed sharing the information with competitors to gain a “time-to-market” edge, the suit alleges.

    Sentiment: Strong Buy

  • By Tony Burchyns

    Law360, Los Angeles (January 28, 2015, 9:55 PM ET) -- A California federal judge on Tuesday refused to end computer data storage device maker GSI Technology Inc.'s lawsuit accusing rival Cypress Semiconductor Corp. of conspiring to monopolize the static-RAM memory market, saying GSI was not barred by the statute of limitations.

    U.S. District Judge Edward J. Davila denied Cypress' motion for summary judgment seeking to throw out GSI's claims it violated the Sherman Act and California's antitrust and unfair competition laws. Judge Davila rejected Cypress' arguments that GSI's claims are barred under a four-year statute of limitations. The judge...

    Sentiment: Strong Buy

  • Douglas Schirle - CFO
    Yes, I can comment on that. Currently the next scheduled item is a mediation hearing actually this coming Monday, February 2nd. It's scheduled to be all day. We’re hopeful that both companies can come together and have a meaningful discussion and obviously we believe that it's ridiculous to continue spending all of these legal fees every quarter and we'd like to find a way. It's a win-win situation for both companies to get that -- all of it behind us. In terms of the trial for the antitrust case, it was scheduled for February 23rd. It looks like there are some potential issues with the court in terms of double booking time and we’re not sure exactly when the trial will be rescheduled. But other than that the good news is there is a mediation session coming up.

    Sentiment: Strong Buy

  • GSIT has great confidence to win antitrust law suit.

    GSIT may get $100 M from CY.

    Sentiment: Strong Buy

  • kaychen45 by kaychen45 Jan 30, 2015 10:02 AM Flag

    Good:

    (1) Earning beats expectation rev $14.2 M & EPS $0.01
    (2) CY lawsuit: GSIT has great expectation to win and win Judgment summons.
    2/2/2015 whole day meeting with CY
    (3) June qtr: rev will be above $14 M & LLDRAM rev will be up again
    (4) Bought back ~ $1 M stock

    Bad:

    (1) March qtr Guidance isn’t great @ mid ~ $13.3 M
    (2) Legal expense will be ~ $3.5 M for March qtr
    (3) Dec Qtr LLDRAM rev was ~ $300 K that was lower than Sep qtr.

  • The Company reported net income of $148,000, or $0.01 per diluted share, on net revenues of $14.2 million for the third quarter of fiscal 2015, compared to a net loss of $(734,000), or $(0.03) per diluted share, on net revenues of $13.8 million in the third quarter of fiscal 2014 and a net loss of $(950,000), or $(0.04) per diluted share, on net revenues of $13.3 million in the second quarter of fiscal 2015, ended September 30, 2014. Gross margin was 46.7% compared to 39.0% in the prior year period and 45.7% in the preceding second quarter.
    Total operating expenses in the third quarter of fiscal 2015 were $7.3 million, compared to $7.3 million in the third quarter of fiscal 2014 and $7.1 million in the preceding second quarter. Research and development expenses were $2.9 million, compared to $2.8 million in the prior year period and $2.9 million in the preceding quarter. Selling, general and administrative expenses, which include litigation-related expenses, were essentially flat year-over-year at $4.5 million, and up sequentially from $4.2 million in the preceding quarter.

    Litigation-related expenses in the third quarter of fiscal 2015 were $1.8 million, up from $1.5 million in the previous quarter but down from $2.1 million in the same period a year ago. The litigation-related expenses again were primarily associated with pending patent infringement and antitrust litigation involving Cypress Semiconductor.

    Sentiment: Strong Buy

  • Go GSIT

    Sentiment: Strong Buy

  • The Company expects to release its third-quarter financial results afterthe market close on Thursday, January 29, 2015,

    Sentiment: Strong Buy

AGNC
21.46+0.13(+0.61%)Apr 1 4:00 PMEDT