Zepf keeps the faith, and other news

[Admin]

Zepf still a player

www.octafinance.com/highlights-of-christopher-zepf-and-brian-thonns-kingdom-ridge-capital-q2-2015-13f-stocks/

ARM64 goes commercial

venturebeat.com/2015/09/03/chinas-loongson-makes-a-64-bit-mips-processor-that-can-run-x86-and-arm-code/

www.electronicsweekly.com/news/components/microprocessors-and-dsps/quad-core-64bit-mips-processors-execute-arm-x86-instructions-2015-09/

www.zdnet.com/article/allwinner-5-quad-core-arm-cortex-a53-chipset-hits-mass-production/

[christopher]

"Zepf still a player"

Very interesting!! very very interesting!!,

according to the above article,

Kingdom Ridge Capital opened a NEW position in Qualcomm (QCOM)for $9.40M.

Isn't Qualcomm one of the potential AMCC takeover candidates?

They also opened a NEW position in Intel (INTC) for $11.41M

Isn't Intel in a partnership with AMCC with a number of products?

Kingdom Ridge upped its stake in Arm Holdings(ARM) by 16% to $4.94M

Isn't Arm Holdings also in a partnership with AMCC?

and finally,(those of us previously affiliated with Vitesse)

Kingdom Ridge has SOLD OUT completely its stake in Microsemi Corp. (MSCC) Microsemi acquired Vitesse in the spring of 2015.

[Admin]

Right you are Christopher -- QCOM was the rumored acquirer so many months ago.

blogs.barrons.com/techtraderdaily/2015/08/11/qualcomm-buy-applied-micro-nxps-network-unit-says-linley-group/

Perhaps the run-up in price on the buy-out rumor put the kabosh on things. Maybe they are talking again now that the price has gone down to pre-buy-out rumor levels. I wonder if INTC is a suitor as well (?) ...interesting.

The growth that VTSS was touting was very large for VTSS, but probably would not make a huge difference to MSCC. I would think that one would buy MSCC for its ability to make savvy acquisitions. They seem to be exceptional at that.