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Strategies & Market Trends : Speculating in Takeover Targets -- Ignore unavailable to you. Want to Upgrade?

To: richardred who wrote (4012)	10/21/2015 9:18:01 AM
From: richardred	1 Recommendation Recommended By The Ox Respond to of 7253

The Applied Materials merger with Tokyo Electron was called off.{Regulatory Concerns) I think Applied will be prime to be the next hunter. To avoid regulatory concerns. They just might be looking for smaller sized niche player to fill a gap or extend a product line. This industry has stagnated, but has many industry wide clean balance sheets. IMO the domino effect in the semi & suppliers to the high tech industry will continue. One also has to wonder if the Department of Justice wouldn't allow the AMAT merger to go through. Will they allow the Lam/KLA? IMO If they don't, expect more hunters of smaller players P.S. Still holding BRKS & VECO