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John Rogers Comments on Dialog Semiconductor plc

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October 20, 2015 | About:
Other holdings underperformed in the falling market. Semiconductor maker Dialog Semiconductor plc (XTER:DLG) slid -26.10% after announcing it will buy Atmel Corp. for roughly $4.6 billion in stock and cash. The market disliked the deal, which it considered to be too large. We disagree: the logic makes sense to us, because it would diversify Dialog’s reliance on the mobile phone industry. We continue to hold the shares.

From John Rogers (Trades, Portfolio)' Ariel Appreciation Fund third quarter 2015 shareholder letter.


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