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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST
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To: Cary Salsberg who wrote (2296)6/29/1999 7:46:00 PM
From: Ian@SI  Read Replies (1) of 3813
 
Cary,

The whole chain of command in Lam that rejected the first Merger opportunity with NVLS is now gone. IMO, that makes the merger scenario a little more likely.

I believe it was Apr of 94 or Apr of 95 when NVLS would have accepted a 1:1 merger agreement, but Lam didn't want to pay that price for NVLS.

How times have changed.

And I do agree that AMAT will absorb all the high margin, high volume business leaving the scraps and niches for the smaller competitors.
A NVLS-LRCX combination might stand a chance especially if KLAC joined the party.

Best regards,
Ian.
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