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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 (656)10/26/2001 6:11:11 AM
From: SemiBull  Read Replies (1) of 1138
 
"My bet is the back end buyer will not be TER.They have ,quite wisely endeavored to move outside of the crazy cycles that SCE sector inherently creates for themselves."

I tend to agree with your conclusion, but TER might do a preemptive to keep AMAT out of their backyard....not that AMAT's acquisition would imply doom other than expanding its offering with the gorilla logo.

"So to buy into the testers for Intel will require a premium."

Unless you're out of cash, at this point in the cycle, any acquisiton will yield a nice premium.

"As an investor I have learned to love the cycles,but as a professional who suffers under them (as well as all the talent you try to attract and retain )- it must be stressful unless you are at the very top?"

Only if you are at the top with a nice parachute.

Gotta head off to the gym....later...SB
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