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Ye
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re: Who are the analog takeover targets?
Ye   5/9/2011 8:02:13 PM
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First, I think the very high premium paid by TI for a wilting NatSemi is questionable at best. The only thing I can take from it is that TI is desperate to find volume parts for it's fabs, which - when they get their 300mm up and running well will need high volume parts to make it cost effective, since higher performance, but lower volume parts might need a fab run one a year or less. I really don't see this acquisition being accretive for years, if ever. That said, the guys who may be worried are the sub mega IC guys - particularly ST (and NXP) ( or very long shot -Intel) to become potential buyers to try to put themselves back in the same scale as a TI (or on the Intel case, to expand and diversify).

Sanjib.A
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re: Who are the analog takeover targets?
Sanjib.A   5/9/2011 5:01:53 PM
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Linear Technology and ADI are the two pioneers offering almost similar products in their portfolios, hence I think from the perspective of these respective businesses, it won't be beneficial to merge, as there will be a good chance of product cannibalization.

mark.lapedus
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re: Who are the analog takeover targets?
mark.lapedus   5/7/2011 2:55:35 PM
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Another possible takeover is Ixys. I hear they have shop themselves around at one time.

goafrit
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re: Who are the analog takeover targets?
goafrit   5/6/2011 8:50:10 PM
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Never think that M&A works. It works on paper and never on practice. The dynamics is different now because the competition is not coming from the known sources.

jhchang
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re: Who are the analog takeover targets?
jhchang   5/6/2011 2:32:18 PM
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One big deal and everybody thinks this is like the next biggest thing............ please.............

_hm
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re: Who are the analog takeover targets?
_hm   5/6/2011 4:23:06 AM
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Linear Technology has very good product range. They should merge with ADI to become stronger.

mark.lapedus
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re: Who are the analog takeover targets?
mark.lapedus   5/6/2011 4:16:41 AM
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ADI could be interested in M&A. What do you think?

GREATTerry
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re: Who are the analog takeover targets?
GREATTerry   5/6/2011 2:13:26 AM
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Hmmm, I think there will be some M&A in analog world in order to fight against the giant TI-NSC. Why don't people expect ADI to be one of the companies that are interested in M&A?



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