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 : Trikon Technologies - TRKN -- Ignore unavailable to you. Want to Upgrade?

To: davesd who wrote (616)	12/24/1997 11:01:00 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 926

Dave, if they sell another license which is substantially the same, the price cannot be much different than what it was sold to AMAT, it will be violating some antitrust or fair trade practices law (prefering one competitor on another), I am no lawyer, so know not which, but I was once warned by lawyer in a similar situation of sales of intellectual properties. I think that AMAT purposefully accepted a high price to make it difficult for smaller players to get in. The price makes it effectively an exclusive license since not many other players can commit $30 MM (plus another $20 MM or more to get into production) to just one part of the business. Zeev