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Revision History For: Consolidation in the Semiconductor Equipment Industry

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Semi Equipment stocks are close to the bottom now - but what is the best way to get positioned for the rebound ? Of course, buy the future winners ! But what is the cheapest way to get your entry ticket ?

Buy the likely winners directly or get into a much cheaper takeover candidate ?

Buy NVLS directly or hope that they will snap up SFAM or IPEC ?

Buy PRIA directly or rather hope they will go after BRKS ?

The bottom seems to be here. Executives soon might get more courageous
and get onto the acquisition trail. Let us collect the rumours and find out what the targets are !