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.

Technology Stocks : Novellus -- Ignore unavailable to you. Want to Upgrade?

To: BWAC who wrote (3056)	11/23/2000 3:35:12 AM
From: SemiBull	Respond to of 3813

Hill sits on Board. SFAM has poison pill and I doubt would do a suckers deal.

To: BWAC who wrote (3056)	11/23/2000 12:43:41 PM
From: Alan Gallaspy	Read Replies (2) \| Respond to of 3813

KLIC would be a poor fit. Novellus has close relationships with SpeedFam/IPEC (CMP) and Lam Research (oxide etch and post CMP clean) in order to provide their Damascus copper process, so a merger with any of these companies would seem to make sense. However, each one of these other companies have their own top and mid management who would just as soon go it alone if they possibly could, because it is in their own financial self interest to do so, plus the ego factor of running your very own company. The only way they could hook up is to convince enough of the top execs that they would not get canned and that the option gravy train would roll onward. They say that the poison pill provisions are in place to protect the shareholders, but they are really there to protect the top brass.