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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (50131)	11/18/2010 2:44:17 PM
From: robert b furman	Read Replies (1) \| Respond to of 95572

The best hope is price recovery such that Aixtron had when they bought Genus. Bob

To: Return to Sender who wrote (50131)	11/18/2010 3:48:30 PM
From: Kirk ©	Respond to of 95572

I see it is you shareholders of LTXC get a nice premium now that you can take to the bank or you can hold on to the shares of the merged company and do even better than you might have had you been picked off by a biggie like AMAT or Intel with cash. I believe calling it a merger means you don't have to pay taxes if you have a gain which you would have to pay if taken out for cash. I forgot my most successful merger... I owned a company that was bought by LRCX so they could get Bagley to manage Lam back in 1997 or 1998. I believe I already had some LRCX or was looking to buy it after buying AMAT in 1995 and figuring out the real growth in the space was etch or any process that would benefit from going from a few layers of metalization to many more... Anyway... after the merger, Lam went from $3 to $60ish... The shares I bought at split adjusted $4 look just as smart today as the $3.33 shares...