I think we are paying too much!After listing to Mosaid's call, I think $38 is too much for Mosaid. Somewhere is low 30's is a fair price. A price of north of $40 is way too much.
I say we stick to $38. If they dont take it, walk away. There is no way Mosaid is worth more than $38 bucks.
The analysts (Kanate...this guy is the same guy that said buy Mosaid and short WIN) that follows Mosaid asked the question if any potential signing can happen before Sept 7th, and the answer to me seemed like that that isnt going to happen. He pretty much was saying that if you get some deals done, WIN's price can go up.
In any event, my vote is to walk if they dont take $38. Skippy, DO NOT INCREASE IT!
Shakka