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Spreadtrum targeted by Muddy Waters report

6/29/2011 12:22 PM EDT
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Peter Clarke
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re: Spreadtrum targeted by Muddy Waters report
Peter Clarke   6/29/2011 9:41:32 PM
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I am interested in your take on the Muddy Waters open letter. Three observations I can make that are derivative rather than primary. One: which is included above is that Muddy Waters LLC declared a short position in Spreadtrum and so stood to be able to benefit from the changing share price. Two: the market shrugged off its initial dismay and climbed back into Spreadtrum very quickly on Tuesday. Third: the analysts that I heard on the conference call with chairman and CEO Leo Li on Wednesday all seemed appreciative of the firm's open-ness and satisfied with answers Li gave to their questions. If you want a detailed analysis of the nine points that Carson Block made in the open letter; well that will take a bit more time. Maybe it is something we can do in EE Times Confidential.

sdb
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re: Spreadtrum targeted by Muddy Waters report
sdb   6/29/2011 8:20:43 PM
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Peter, I downloaded the PDF and this is certainly a case of close and experienced analysis of reporting (or the lack thereof). I'd love to see more comments from EETimes on this other than just reposting the press release. Kind of like a product teardown but in this case a balance sheet teardown.

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