DATE: August 15, 2008
TIME: 11:04 AM
WIRETAP: OVER 917-907-2350
|
PARTICIPANTS: ANIL KUMAR
RAJ RAJARATNAM (917-907-2350)
KEY: Unintelligible: UI
Inaudible: IA
Phonetic Spelling: PH
Voice Overlap: u
RAJ RAJARATNAM: Hello,
ANIL KUMAR: Hey, Raj.
RAJ RAJARATNAM: Yeah, hi, Anil.
ANIL KUMAR: Hi, So yesterday they agreed on, at least they*ve shaken hands,
and said they’re going ahead with the deal.
RAJ RAJARATNAM Uh-huh.
ANIL KUMAR: ‘Uhm, so I think, uh, you can now just buy, you know, pretty...
You know, I thought we, in the India, uh, thing, also we had a
whole bunch of AMD, but now it’s not there, so you must have
moved it off somewhere else, or something. Remember we bought
it at 4i/
RAJ RAJARATNAM: (UD) remember you said, you said that, that they would uh, that you
will get ample, uh, chanee//
ANIL KUMAR: Fore warning?
RAJ RAJARATNAM: Right?//
ANIL KUMAR:
RAJ RAJARATNAM:
ANIL KUMAR:
OK. OK,, well, it’s a little, it's uh, go..., uh, gone from four to
five, uhm, but you know, in the last, uh, week or two.
[Coughs] Right.
But I think now we should just (UD.../
GOVERNMENT
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T think its gone (U1) the strength of, uh, (UI) thinking that ATYT
(UD well, you know?
Yeah. But I think you cannot, uh, do wrong by, you know, getting
(UN), because...//
(uD.
.. would’ve announced all their crap results and all, all that’s
finished now...//
Yeah.
right so...
(UD third quarter tracking in June, O.K.?
Uhm, I’m pretty sure I can also check that, but it, it doesn’t, there
will be such a boost from this announcement; it'll be fine.
Right, what’s the, what’s the deal? How much are they investing?
Uh, they'll probably say they’lI put up to six to eight billion
But.../
(WD.
(UD...for most people it'll just be...//
Yeah.
Look, there’s no question anymore on whether these guys can
make the stuff, right?
Right, Should I buy (UD)...2//
‘That won’t happen, by the way, that won’t ha..., the
announcement won’t happen ‘til, uh, the week after Labor Day.
Right, but we should (UD...//
But you know you can’t time these things perfectly, right...
Right, il get, uh, leaked out, right?//
Uhm-hum, Exactly.//ul
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RAJ RAIARATNAM:
[2 min 9 sec]
‘Now, let me ask you, uhm, how much do you want to buy for that
India book?
You know, frankly, Raj, it doesn’t matter to me; you buy where
ever you want to buy it, because this is liquid enough, you can buy
itn the rest of your system as well, right?
(UD, but PHL, should I buy a million put five million (UN) ...2//
Yeah, yeah, go ahead and do that.
Pll pat a million in the India book, right?
Yeah, yeah,
‘Now, how is Spansion doing? Because that’s another stock that’s
at two dollars and change,
[Laughs]
it had a good quarter.../!
Yeah, ’'m meeting the COO for lunch next Friday,
Uh-huh,
In...//
In California?
California, Yeah, yeah,
OK.
T'll know much more after I meet him, because I'd rather...//
‘Yeah,
just do it properly, you know, get to know...
Yeah.
* * ’[END OF CALL]