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Strategies & Market Trends : Takeover Arbitrage
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To: MarcG who wrote (3)7/14/1997 9:40:00 PM
From: Big Bucks   of 24
 
Mark,
I would like to suggest another potential takeover candidate
time frame 1-4 months.

AGAI manufactures Rapid Thermal Annealers for the
semiconductor chip manufacturers which is an integral
process step used multiple times during the fabrication
process of each wafer. They just announced a new
product line which is less expensive and has high
product thru put to compete against Applied Materials
in customer fabs thru out the world.
Current stock price is about $6/share down from a high
of about $39 2 years ago.

I have done some past research on company news and
history. My gut feeling tells me that this stock is a takeover
candidate by either LRCX, NVLS, or possibly MTSN.
The technology and system price/performance will give a
competitive edge to the Applied Materials system.

If there is ever to be a concerted effort to compete on all
fronts against Applied Materials formidable technology it will
be done by companies aquiring the technology of smaller
niche companies in competing technologies, Small companies
don't have the marketing or sales infrastructure to compete against
the gorilla of the industry, but multi-aquisitions could position an
up and coming competitor to compete against the onslaught of
Applied Materials. It is sometimes cheaper to aquire than to
deveolp due to time and monetary constraints.

This fruit is ripe for the picking by another company, my guess
is LRCX since its new CEO is Jim Bagley (once president of
Applied Materials). Bagley will develop LRCX into the 2nd
semi-manufacturing powerhouse like he orchestrated at
Applied. To do this he will bring the necessary technologies
into the fold quickly so as not to let AMAT run away with the
future market share of 200 and 300mm fab production systems.

Opinions/comments are welcome.

BB
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