Will Cash-rich Chip Cos. Go Shopping?

4 thoughts on “Will Cash-rich Chip Cos. Go Shopping?”

  1. Om,

    I have not had a chance to study this but maybe your group can whip up this data fast.
    My suspicion is that the recent M&A spurt is due to the companies taking advantage of the new equity/excess liquidity bubble.

    There are a few data points that can shed light.
    1) Of all the recent M&A’s most of which are post-March/April (when the fed started QE, aka printing money), how much of each deal involves payment in cash vs. payment in equity?
    2) Data from #1 can be misleading when a company issues new equity or sells bonds and subsequently makes an acquisition with an all-cash deal.

    I was hoping you can tie all those data points together.

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