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Politics Muddy Toshiba Bidding

What do engineers want? Did anyone ask?
4/29/2017 00:01 AM EDT
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Shinobee
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Re: WD is the way to go
Shinobee   5/8/2017 10:14:52 AM
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Pretty much my thought too when Toshiba announced they would sell the memory business entirely mid February despite claiming a sale of 20% stake 2 weeks earlier.

Oh, well.  Might as well let someone who appreciates and wants to get into the industry buy it, which from what I see is only Hon Hai/China.

junko.yoshida
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Re: WD is the way to go
junko.yoshida   5/4/2017 11:33:14 AM
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@resistion, indeed, it's the fast cash Toshiba's parent is after. It has nothing to do with any re-investment in Toshiba's current NAND biz.

resistion
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Re: WD is the way to go
resistion   5/3/2017 6:32:48 AM
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Regrettably, the memory/storage business, and by association WD, is not of any value to Toshiba anymore. It's only fast cash they're after.

resistion
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Where the Toshiba brains drain
resistion   5/3/2017 6:24:30 AM
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Odds are, they will go to China.

satya
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WD is the way to go
satya   5/3/2017 1:11:10 AM
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Clearly, if Toshiba management and the Japanese Govt see sense, they should go with WD even if it is the lowest bid. BRCM is merely another loosely held, number driven behemoth and with the increased levels of capex in memory thanks to surging prices, we will see a sharp fall in memory prices by end of 2018/ early 19 and BRCM will possibly put them on the block again if numbers pull down the earnings. Honhai bid comes with a bucket of salt as we have seen in the case of Sharp. May be a conscious strategy or may be an inability to grasp the true value of the business to be acquired when they first bid. WD is a company in the same business, shown it can handle acquisitions with elan and already has a strategic relationship with Toshiba. It is unambiguosly in Toshiba's interest to take it off the block and consummate a quiet deal with WD and get their focus back on business

pseudoid
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Re: Did the managment apologize and slit their bellies?
pseudoid   5/2/2017 6:38:44 PM
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This may sound ruthless but who cares about management when 'we' can put the blame squarely on their shoulders.  I would like to know what happens to the Toshiba brain trust, which are the engineers...

ubm112211
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Re: Did the managment apologize and slit their bellies?
ubm112211   5/1/2017 11:23:40 PM
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Na, only the stupid wil do that. 

it's emperor was well preserved after all the defeats. he ll never even admit any mistakes.

EELoser
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Freelancer
Did the managment apologize and slit their bellies?
EELoser   5/1/2017 11:46:12 AM
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Isn't it Japanese custom to commit honor suicide "Seppuku" with a sword when something like this happens?


What happened to the CEO and management?  Are they still alive?

 

 

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