SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Mattson Technology
MTSN 3.6000.0%May 12 5:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: John Stewart who wrote (1319)6/8/1999 11:18:00 PM
From: Alan Gallaspy  Read Replies (2) of 3661
 
John,

How well would a Mattson assimilation fit in with those companies best able to take Mattson's tools and hit the ground running? Assume rock bottom minimum MTSN gets scooped up for $25/share, then I figure that the lucky bidder will need about $400 million. A quick look at front end equip vendors with that kind of cash yields Applied Materials, Novellus and Lam. There have been a long standing rumors that Novellus and Lam might merge, or that Novellus might pick up SFAM-IPEC. AMAT has picked up a few small companies (Opal, Orbot and Obsidian), each less than $200 million. Will they pony up twice that for Mattson? Besides, can they my Mattson since the company name does not start with an "O"?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext