Xilinx Inc (XLNX)

Nobody? Thanks anyway.

I have both. Buying just xilinx could be pretty bad if China holds up the deal - tiny but non-zero chance, though it’s also the most profitable if the deal goes fhrough. The best way to play this imo is buy both AMD leaps (‘23 or later), and xilinx shares.

There is unconfirmed rumour its about be closed within the next 12 days (before xlnx ER). Remedies are supposedly settled and the deal is only waiting for the final ministrial approval. Keep it with a salt of grain tho.

Yeah came across it too. Capital Forum is the source if I remember correctly. Hope so! A merger around ER could potentially be explosive. 🤞

setting the ER on the chinese new years start, just proves remedies are already settled and let alone the final chinese approval by the gov is missing.

XLNX/AMD won't happen in 2021...

I panicked and shorted 1k AMD to cover some loss, hedge my leaps in case amd followed xilinx. Then bought 500 more xilinx at 203 lmao. Now I’m completely tapped out, frankly way toooo close to a margin call if JPow doesn’t play ball.

I think there was also a mutual deadline in the agreement something about the 7th december,,, if i remember correctly, but I cant find it anymore duh i dont remember also what it was about

Closing and Effective Time of the MergerThe closing of the merger will take place on a date to be designated jointly by AMD and Xilinx, which date will be no later than the second business day after the satisfaction or waiver (to the extent permitted) of the last of the conditions to closing (described under “The Merger Agreement—Conditions to the Completion of the Merger”) to be satisfied or waived (other than such conditions that by their nature are to be satisfied at the closing, but subject to the satisfaction or waiver of each of such conditions at the closing), unless another date is agreed to in writing by AMD and Xilinx.At the closing, the parties to the merger agreement will cause a certificate of merger relating to the merger to be executed and filed with the Secretary of State of the State of Delaware and make all other filings or recordings required by the DGCL in connection with effecting the merger. The merger will become effective at the time when the certificate of merger is filed with the Secretary of State of the State of Delaware or at such later time as may be agreed to in writing by AMD and Xilinx and specified in the certificate of merger.AMD and Xilinx currently expect the merger to close by the end of the 2021 calendar year and are working to complete the merger on this timeline and prior to the end date of October 26, 2021 (which is subject to extension in certain circumstances related to the receipt of required regulatory approvals and the absence of restraints under certain competition laws to January 26, 2022 or April 26, 2022 pursuant to the terms of the merger agreement). However, it is possible that factors outside the control of the parties to the merger agreement could result in the merger being completed at a different time, or not at all.

Thank you kind sir.

Same! LMFAO....No doubt on getting it done already!

That is the wrong question, the question is why is it railing so hard. And if you know the answer, you would know why its still a buy (considering you belive the merger gets through, and there are only a few days left on the clock to an announcement, samr deadline ends this or next week)

Today Lisa basically reiterated at the CS conf, that the merger will pretty much close at the end of this year. This thing is as good as a done deal, like i said SAMR phase2ext ends within the next couple of days. An official announcement is pretty much in reach. And currently we are still at a huge discount in respect to AMDs current price (conversion rate 1.72~).

Okay I just did another buy before the merger this time at 218 USD. Meanwhile I am 75:25 xilinx:amd. 55% of my portfolio consists of AMD+Xilinx. Usually i dont go that deep into very selected stocks, this is an exception :>

oki 231 it is^^

I added some more too at around 213 USD. My average price is much, much lower than that though heh. But either way, dont worry, if you think the merger goes through, 220 is still fine on the long run (it would equal buying AMD at 128 USD). It would be only stewpid if the merger does not go through, which is rather unlikely though. If you roll back to what Lisa said at the last ER about the merger with xilinx and what instead Jen-Hsun (nvidia) said about their merger with ARM, you see a clear difference. Jen-Hsun said only he still thinks ARM would be nice to have (if i remember correctly - thus he is not very confident that it will work, but he avoided to say so which is still a statement) and Lisa said in short we are on track to close this thing 2021. See the difference.

Yeah I’m not too worried about merger. I think my avg cost basis is around 160. Earned a decent amount selling puts too. If merger doesn’t go through, xilinx will probably crash to 120-140, but my amd leaps will fly as arbitrageurs will have to panic-buy amd. So leaps should cover the xilinx loss. Not too worried eitherway. If merger goes through, amd may dip short term which my xilinx conversion should soften if not cover completey.

It's one of these.1. You don't understand anything about stocks;2. you're intentionally misleading people.

Considering your last 20-30 posts, i can only say if i know nothing about stocks, what do you know then. Enlighten me how I am misleading people. I am all ears. I am extremely eager to hear it, your last comments (all pretty much just a few random and pretty deep words) in general were so insightful as 3 words can get.

I second Insight and will add the terms but put an astrix on the whole thing: 1. each XLNX will be purchased by AMD if purchased for 1.72 AMD stocks, with AMD soaring to 152, each XLNX under that agreement is worth 261usd, this is a 30% gain as I am writing this comment and plenty for me to buy in. 2. Is the astrix - the deal is very close to being signed but there could be a last moment flat tire in it, and by buying in hope for that you also depend on AMD's value to stay high, none of this is guaranteed, that being said and done - too much potential profit not to pick it up.

that is, if it got approved during phase2 (no extension).

Deal gets approved, they have to announce almost immediately. Otherwise there will be a cloud of insider trading.

Mofcom only comments officially when a deal has been rejected or conditionally approved. There will be no official statement on unconditional approvals. fyi