Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (82615)	7/30/2000 2:45:23 PM
From: Don Lloyd	Read Replies (1) \| Respond to of 132070

MB - [...I believe that we are at a cyclical peak in chip equipment sales and that Cohu does not have much going for it other than the cycle.] I had a message from a friend the other day saying that ASML (steppers) was quoting lead times of 18 months, due to parts shortages, and that used machines were priced in the market above new, if they were available. When you can't grow your shipments, your stock will stop rising, and your order backlog will eventually be cancelled. Regards, Don

To: Knighty Tin who wrote (82615)	7/30/2000 7:29:30 PM
From: GuinnessGuy	Read Replies (1) \| Respond to of 132070

Mike, As you know the vote to merge Ancor and Qlogic is to take place on Tuesday, 1 August. I've heard through through the grapevine that they hope to have the merger completed 24 hours later. My question to you is, can we expect any short term hiccups either up or down due to technicals like mutual funds having to lighten up or maybe the QQQ having to add more Qlogic to keep it in balance(the market cap will go up substantially after the merger is completed, assuming the stock doesn't take a 20% hit)? Thanks. Craig