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VTSS Investor Forum

MSCC gets a bargain

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as noted by Tech - -mscc has an office about 3 miles from vtss in Camarillo.

they also worked with vtss on the 1588 timing thru their sub Symmetricom.

they also employ vtss encryption in a new product. a 64Gb solid state drive with 256 bit encryption and anti tamper erase capabilities.

man they sound like they work for james bond and his bosses!!!

http://investor.microsemi.com/2015-03-17-Microsemi-Introduces-Second-Generation-Highly-Secure-64GB-Solid-State-Drive
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but that ain't all they are into: lots of products -

http://www.microsemi.com/products/

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and check out all the companies that they have bought thru the years. . . . http://www.microsemi.com/company/acquisitions#symmetricom

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now i gotta do some research on why they have 97MM shares out and they hardly trade 200k a day.
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we are 11 minutes from my midnight edt deadline to tender.
VTSS offered an estimate of $51MM net cash by 2019 - -

i had it at $72MM by end of 2018 (oct 31, 2017) and CRG knew my estimates did not include IIoT or Storage. he laughed and said - -"only that much?"
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i spoke last at the SHM and told them it was worth more than the base $400MM - -but the deal was struck
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mscc got a real bargain. . . and they are very well positioned to capitalize on internet timing, switching, low power, error correction and most especially . . 256 bit encryption in silicon with no peer - -IIoT dare not tread without using mscc to guard timing and data - - i value that alone at over $400MM.
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6 min to midnight edt.

Posted by daWiley1 - 4 years ago

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I am so confused! How does all this work?

I liquidated after the go shop because I thought it would stop trading. I bought some micro semi, then bought some VTSS back just in case. christ3opher says the deal closes on the 28th. When does VTSS stop trading? I think if we're holding we don't get paid until end of June and it's dead money for a couple of months.

Would you go all in on MSCC or is there still a chance VTSS could get a better offer? 1 year target's about 15% higher, but it would tank if they lost the bid.

Do they have a message board? Yahoo's only got one spam and nothing else.

I'm a 10 year lurker that's been averaging down the whole time and assumed it would go a couple more years and maybe hit $10 before it sold. I don't really have an exit strategy.

I posted a few years ago when I woke up and Ameritrade showed VTSS at $5.46. I thought this was another glitch.

PS. I think they bought Fairchild Semiconductor in Scottsdale too, but I don't see them listed. The buildings been empty for years, but I think that was Micro Semi.

Posted by uwave1 - 4 years ago

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