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leebh28
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re: London Calling: What is ST's plan B?
leebh28   6/14/2013 4:35:49 PM
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It seems viable to path way for M&A.

Peter Clarke
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re: London Calling: What is ST's plan B?
Peter Clarke   6/16/2013 2:47:29 PM
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@leeh28 But who is doing the acquiring? and of what? Do you mean that ST would try and sell the "Moore's Law" half of its business to a wannabe chip company that might take it as a way of bulking up? Such a belated down-sizing would bring ST more in line with NXP and Infineon (More-than-Moore) which have already gone through this process.

DMcCunney
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re: London Calling: What is ST's plan B?
DMcCunney   6/17/2013 6:08:15 PM
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@Peter: "But how does lumping the VLSI-related products together and exposing their finances help?" The benefit is indirect. The market increasingly demands transparency. If I'm an ST investor, *I* certainly want that sort of breakdown. And if I'm ST senior management, that should be the way I'm looking at the numbers. I need to know where I'm doing well and where I'm lagging to make sensible decisions about what I ought to be doing. It positions ST for future developments. I don't expect them to try to dispose of all of the Moore's Law related businesses in a lump. Who would buy them? I can see future investments, acquisitions, or divestitures in that segment, based on updated appreciations of the state of the market. Breaking out the financials provides clear grounding for decisions that might be made, because they'll be based on those numbers.

CHEKIB
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re: London Calling: What is ST's plan B?
CHEKIB   6/18/2013 10:01:22 AM
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All what I see is that finance corrupts and slows down technology and science !

DMcCunney
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re: London Calling: What is ST's plan B?
DMcCunney   6/19/2013 3:14:04 PM
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Without finance, you wouldn't *hsve* technology and science. They cost money, and it has to come from somewhere.

docdivakar
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re: London Calling: What is ST's plan B?
docdivakar   6/27/2013 8:24:50 PM
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Seems to me that ST needs to focus more on holding on to its marketshare in MEMS products which is lately being usurped by Bosch Sensortec and forget ST-Ericsson. MP Divakar



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