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ST's conundrum: Break up or tweak?

Bolaji Ojo
11/29/2012 05:50 PM EST

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GeeKv2
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re: ST's conundrum: Break up or tweak?
GeeKv2   11/30/2012 3:21:02 PM
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Very arrogant of you to say that Renesas Mobile is a laughing stock, especially when you compare it with ST-E. Sorry to say this, but you know too little about the modem industry.

WW Thinker
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re: ST's conundrum: Break up or tweak?
WW Thinker   11/30/2012 3:40:40 AM
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If the greedy Wall Street analysts and the fat cats from the big banks are willing to follow your suggestion of "try, try again" to give ST time and money, I'll buy you a ticket from anywhere in the world to Switzerland and pay you for a 5-day decent hotel accommodation.

SylvieBarak
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re: ST's conundrum: Break up or tweak?
SylvieBarak   11/30/2012 2:00:45 AM
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If at first you don't succeed, try, try again. I don't see why ST can't keep tweaking the business model until they get it right.

WW Thinker
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re: ST's conundrum: Break up or tweak?
WW Thinker   11/30/2012 1:08:39 AM
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ST-E has much better fundamental core strength than the laughing stock like Renesas Mobile. For this to survive and to prove its might, persistent investment are needed. STM doesn't seem to have the cash. The investment community in Europe has unfortunately been following their greedy counterparts from Wall Streets and is unlikely to put up with the investment. So, the best course is to find a good home for the STE. STM should look east for the takers - Korea or China!

Python
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re: ST's conundrum: Break up or tweak?
Python   11/29/2012 7:38:50 PM
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ST-Ericsson cannot survive against Qualcomm (high end) and Mediatek (low end). They should stop but splitting analog and digital units will not help. Their advantages in the sensor area will decrease as many other suppliers are active in this market.

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