Friday, March 28, 2008

quick TSRA comment

YIPPEE!!!!!!!!!! The stay was overturned and the stock has jumped above $20. early trading so not very relevant but I expect the stock to stay above $20 today. They still have to win the trial -- which given their 5 of 5 past record should give them decent odds. They also still have to win Amkor but the amazing thing is that if they win these 2 actions, they could add a $1-2 to EPS which could vault the stock all the way back into the $40's or higher. I can't remember the numbers anymore on how much is at stake -- too much lawyer crap in my mind instead.

will respond to Dr John over the weekend hopefully...

2 comments:

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