Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 329.07

-0.4%

Feb 10 3:59 PM EST

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To: Gottfried who wrote (4260)	5/4/1997 8:20:00 PM
From: Kumar Nathan	of 70976

Hi Gottfried: On a different subject. I saw on NBR that AMAT is planning to acquire NVLS, etc., etc., I also heard a news that Varian is also a possible suiter. This scenerio is not new to NVLS. IMO AMAT acquiring NVLS is ruled out. Currently the major bread winner for AMAT is PVD/CVD business which combinedly contribute close to 60- 65% of business. To me AMAT acquiring NVLS is not politically a good move for AMAT (This will bring in a lot of heartburn with people within AMAT). Varian acquiring NVLS is something I dont have much insight. But again a company which has a lingering law suit is not a good candidate for takeover. If anybody has better insight please let us know. Regards Kumar.

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