Does anyone have a solid list of who the most likely acquirers would be...maybe with a premise of why?
I always wondered if an acquirer could not only pare back (eliminate) mgmt.salary and options and G&A overhead (a San Jose building?)...but if they could quickly (and with goodwill) monetize the value of the fixed contracts to the major DRAM makers.
Then the RMBS growth components that are "almost ripe" would be the engine for value creation from the acquisition the new corporate owner.
I sense the deal would add significant value to some limited number of companies.