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Technology Stocks : Speedfam [SFAM] Lovers Unite !

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To: SemiBull who wrote (3233)11/20/1998 9:23:00 AM
From: Kirk Winkler  Read Replies (1) of 3736
 
Semibull,

Interesting deal, eh? I like it, being a shareholder of both companies, I think the combination should be good for both companies and shareholders. It should give them good mass (maybe not enough but certainly better than before) to be able to compete better with AMAT. I also like the fact that it's a stock deal, thereby not depleting either company's cash balance.

Any opinions on the marriage from a competitive perspective?

Still holding onto AGAI!

Regards,
Kirk
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