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Technology Stocks : Semi Equipment Analysis

SOXX 312.76

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To: robert b furman who wrote (50132)	11/18/2010 3:33:49 PM
From: The Ox	Read Replies (2) of 95536

Mergers take time and patience. Its not too surprising that some will feel they've been "screwed" by mergers when the prices are low. If LTXC was a good investment a week ago at $6.50/share, I would think that in 3 or 4 years it will look even better after the synergies are realized! The only downside that I see is that some will have to wait longer then they anticipated but I'm sure others see it differently. During the 2008/09 downturn, AIXG was still selling around $4 or $5/share, after hitting $16/share in early '08. So AIXG went from $5 at the time of the merger to $16 within 3 years. If the combined VRGY rises above $25/share by 2014, then I would say this was a very good deal for both companies. I say this by keeping in mind that this was where VRGY was trading in early 2008, back when AIXG was in the $12 to $16 range.

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