SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Stock Swap
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: nigel bates who wrote (15218)8/12/1998 1:19:00 AM
From: Andrew Vance  Read Replies (2) of 17305
 
*AV*--NVLS doesn't exactly have a good track record with lawsuits such as this<GGG>. I think there is some merit but that the lawyers are going to bust chops on this one. this is too critical an issue for NVLS to walk away from. This is a linchpin for their copper technology offering to compete with AMAT.

I also think this is a defensive move on the part of SMTL. This downturn has hit them hard along with other companies. I strongly beleive that if it looks as if there is some merit to this, SMTL will be taken over by either NVLS or AMAT. NVLS almost has to go after SMTL if it looks as if things are not going to go their way. However, with $1.6 billion in cash reserves, AMAT could clean NVLS's clock by taking out SMTL and placing a world of hurt on NVLS. SMTL is sitting in a catbird seat now and if they are convincing, they stand to make a great deal of royalties or command a premium as a takeover candidate.
Heaven help us if we get into a bidding war<GGG>.

Andrew
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News