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Technology Stocks : Semi Equipment Analysis

SOXX 299.81

+2.7%

Dec 19 4:00 PM EST

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To: Sam who wrote (40636)	10/7/2008 4:57:36 PM
From: EACarl	2 Recommendations Read Replies (1) of 95617

RE "TER at a 12 year low" I've looked at TER too, But.......They are buying EGLT for CASH. biz.yahoo.com The net cash out (as the story mentions) is about $250 million from TER which is a vast majority of TER's cash. That leaves TER with pennies per share in cash. I'm not touching it with a ten foot pole. Safer plays out there. ___________________________________________________ Tomorrow LTXX/CMOS = LTXC is having a conference call to discuss how their merger integration is going. Should give us some insight as to how difficult a merger is right when revenues and bookings are sinking combined with integration expenses. I remember well the infamous MTSN "power of 3" merger which almost killed them last big downturn and ran Brad Mattson out of the company that bears his name.

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