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Technology Stocks : Semi Equipment Analysis
SOXX 306.14+0.4%4:00 PM EST

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To: Return to Sender who wrote (11203)8/24/2003 4:07:34 PM
From: Donald Wennerstrom  Read Replies (1) of 95632
 
Acquisitions are a good way to grow obviously. These companies have to look at that as a way to meet the long term growth rates presently assigned to them by the "experts".

While there has been some consolidation in the semi-equip area, I have always been surprised there hasn't been more. AMAT could acquire a lot more if they wanted to, but as the article points out, successful acquisitions are hard to come by. Prior disappointments probably puts a damper on this approach to growing a business.

Don
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