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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: LLCF who wrote (6763)	8/20/1998 11:56:00 AM
From: Ian@SI	Respond to of 10921

DAK, I may be wrong, but I thought a "Shareholder Rights" amendment went through about 1 1/2 years ago. In any case, if a buyer gets enough support, these poison pills can be overturned. I believe the deciding factor would be AMAT's style. They seem to prefer friendly to hostile takeovers. All I was suggesting was that the business may not be fully or fairly valued even with a large premium when the starting point is near the trough of an extremely cyclical industry. Best regards, Ian.