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To: Jerome who wrote (3271)7/22/2001 1:39:58 AM
From: James Calladine  Read Replies (1) | Respond to of 3813
 
MONEY comes to situations when:

-- a company or companies have something particular in mind,
like an acquisition, real estate and major equipment needs, and so on

and:

-- when money people have access to large pools of money (who are looking for uses of that money) have brokers who are looking to earn large fees from transactions, and therefore look around for situations which they think have promise, which they then promote to the companies, in order to get the offer taken up.

The NVLS deal could have been in either category. AMAT has access to the same sort of financial resources as NVLS, more if anything, rather than less.

Namaste!

Jim



To: Jerome who wrote (3271)7/22/2001 8:26:11 AM
From: Zeev Hed  Read Replies (3) | Respond to of 3813
 
Actually, LRCX is paying 4% interest and the premium to market price, at the time, was only some 30%, so NVLS' deal is much better. That "should" tell us, that the "market" supposedly think that NVLS will do much better than LRCX over the next few years or decades. I wonder how the "markets" could possibly know....(g).

Zeev