Novellus Message Board - Msg: 27826510

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Technology Stocks : Novellus

NVLS 2.400

+2.1%

Jul 24 5:00 PM EST

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To: etchmeister who wrote (3796)	12/15/2011 12:27:27 PM
From: E_K_S	Read Replies (2) of 3813

Is there very much overlap as to what AMAT does vs the new combined NVLS & Lam Research? My thinking was that there might be some customer retention issues during the integration of the new combined company where AMAT might seize the opportunity to gain market share. Perhaps it's a significant enough different market base and/or product(s) that AMAT will see little or no benefit from customer migration. The new combined company should help them provide efficiencies and quicker product cycle development which should hopefully translate into higher product margins and happier customers. These changes are always good for the industry and eventually will benefit the shareholder. Intel is so big and dominant that they lost the ball on the development of very low powered dual/quad core processor(s) used in tablets and smart phones. Nvidia and others leapfrog the industry and only now (after 18 months) has INTC brought a similar product to market. This could occur to AMAT if they do not keep on top of what the new NVLS & Lam company develops. EKS

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