IPEC - #1 in CMP? Message Board

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Technology Stocks : IPEC - #1 in CMP?

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To: ahhaha who wrote (739)	11/18/1998 1:47:00 PM
From: aliveinsf	Read Replies (2) of 757

You are certainly entitled to your opinion, but there is lots of talk of an eventual merger between IPEC and SFAM, followed by an acquisition of that entity by LRCX, followed by an eventual merger with NVLS, creating a major AMAT competitor. This has been talked about for the last year. Will it happen, will IPEC merger with SFAM...who knows...I just reported the rumor... FYI the players at AEA included executives from all of the major semi-equipment companies. So as far as not knowing their asses from a hole in the ground, take it up with Morgan, Hill or Bagley.....they might take exception to your opinion.

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