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5	member 2/07/13 6:39PM earnings 4
any thoughts on latest earnings? there was no mention of micron, and mngt seemed very focused on expense control for 2013. Initiating a salary freeze seems excessive if you felt good about your prospects. view available tags
4	member 9/24/12 1:43PM share buyback/taxes
good writeup. just a couple quick questions. is there any way that the company can use losses from DigitalOPtics or NOLs to shield paying taxes on the proceeds from the Amkor settlement? Put differently, what... login to read the rest view available tags
3	member 9/14/12 2:34PM RE: litigation expenses 2
As for your first question, the $81mm of opex includes legal (this is the inference I made from the 10k where it reports the segment data). As for the break-even level at Digitaloptics, I'm not... login to read the rest view available tags
2	member 9/14/12 12:45PM litigation expenses
seems like a compelling risk/reward. can you expand a bit on the $81mm IP business OPEX assumption? Does this include the litigation expenses, which I would argue are an ongoing part of that business? If... login to read the rest view available tags