Azenta Message Board - Msg: 16561083

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Technology Stocks : Azenta

AZTA 29.35

-0.7%

Nov 7 9:30 AM EST

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To: robert b furman who wrote (653)	10/25/2001 11:07:12 PM
From: SemiBull	of 1138

"Might be death blow to Asyt?" Unless their CEO's ego gets too far in the way, I think ASYT shareholders will be relatively fine - I admittedly own shares in both BRKS and ASYT. They could be swallowed as part of a vertical integration move by say an AMAT, NVLS or LRCX perhaps. Then again, lots of combinations that may not be visible to this naked eye. "I'm wondering who will buy Schlumberger's test division. Who wants to be king of the back end?" Most people think TER, but there are others who might want to buy in when they have a better feel for the next cycle's onset. The next couple of weeks will prove interesting, as rumors will I am sure begin to surface of marriages made in heaven or, more likely, in the back of some parking lot. We shall see soon enough I suspect. Your ole deaf, dumb and blind guru (lol)......SB

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