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.
Strategies & Market Trends : Speculating in Takeover Targets
ULBI 5.550-1.1%10:21 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: richardred who wrote (4012)10/21/2015 9:18:01 AM
From: richardred1 Recommendation

Recommended By
The Ox

   of 7253
 
The Applied Materials merger with Tokyo Electron was called off.{Regulatory Concerns) I think Applied will be prime to be the next hunter. To avoid regulatory concerns. They just might be looking for smaller sized niche player to fill a gap or extend a product line. This industry has stagnated, but has many industry wide clean balance sheets. IMO the domino effect in the semi & suppliers to the high tech industry will continue. One also has to wonder if the Department of Justice wouldn't allow the AMAT merger to go through. Will they allow the Lam/KLA? IMO If they don't, expect more hunters of smaller players

P.S. Still holding BRKS & VECO
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News