SI
SI
discoversearch

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.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Proud_Infidel who wrote (19077)4/29/1998 5:38:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 70976
 
Brian,

One factor that they might consider is potential size of the market. E.g. Photolithography is more than 30% of the total equipment market and Applied isn't even in that game. Thus companies like ASMLF, SVGI or UTEK would be attractive. UTEK fills 2 holes, ASMLF fills 1 hole; SVGI fills 1 hole and has a bunch of redundant stuff.

Ian.