2009-09-10
Samsung and Rambus???
I am having a very hard time trying to understand why Samsung would want to buy Rambus? I can't seem to wrap my head around this idea.
The only thing that makes sense to me is: somebody was sitting on a big inventory of RMBS (like PRIMECAP Management) and wanted to move some of it.
This makes more sense to me:
ARM Holdings plc (ARMH)
ARMH and RMBS walking down the isle I can get my head around.
Two CDIP shops in two different areas that complement each other and cut their back-offices needs in half.
That I can wrap my little mind around...
The only thing that makes sense to me is: somebody was sitting on a big inventory of RMBS (like PRIMECAP Management) and wanted to move some of it.
This makes more sense to me:
ARM Holdings plc (ARMH)
ARMH and RMBS walking down the isle I can get my head around.
Two CDIP shops in two different areas that complement each other and cut their back-offices needs in half.
That I can wrap my little mind around...
Labels: ARM Holdings, Business, MandA, Rambus, Samsung
# posted by Don-n-ABQ @ 6:09 AM 
