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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST
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To: E_K_S who wrote (3797)12/15/2011 2:43:52 PM
From: etchmeister   of 3813
 
"Is there very much overlap as to what AMAT does vs the new combined NVLS & Lam Research?"

Lam (in etch) and NVLS (in deposition) are AMAT and also TEL's main competitors.
Nothing really changed in regards to overlap but:
AMAT's advantage was being able to bundle etch and dep solution and eventually provide a better price to the customer. Besides they only have to deal with one supplier.
This advantage does not exist anymore - I can not see how AMAT could benefit from the merger.
It's probably a slight disadvantage for AMAT.

For example a car manufacturer could buy engine and trany from two separate suppliers and it might be a good solution.
However when a supplier builds both the engine and the trany the supplier might be able to optimize the gear ratios for this particular engine and eek out a slight advantage and eventually give better price.
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