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


To: Kirk © who wrote (3262)7/21/2001 2:53:23 PM
From: Alan Gallaspy  Read Replies (1) | Respond to of 3813
 
Kirk,

They might want to bring automation in-house, but that would be contrary to their operating model of outsourcing components so that they can stay lean during tough times.

So here is my theory. Lam and Novellus will merge, then use cash to buy both Speedfam and Brooks Automation.