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Technology Stocks : Cymer (CYMI)
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To: cardiologist to be who wrote (17575)5/19/1998 10:57:00 AM
From: TI2, TechInvestorToo  Read Replies (1) of 25960
 
I saw that too. My thoughts are
-CYMI is a supplier to equipment suppliers
-AMAT is an equipment supplier ( not a subsystem supplier)
-AMAT began to enter the litho side of front end thru ORBOT
-AMAT litho acquisition rumors persist
-It would be brilliant tactic to a strategy of acquiring a stepper company
-I don't see how the industry would allow AMAT to buy both CYMI and a stepper company, but I don't know how it would be prevented since the stepper players are Int'l (if it was all US then antitrust would be an issue).
Still pondering,
TI2
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