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

To: Katherine Derbyshire who wrote (6772)8/20/1998 11:41:00 PM
From: Ian@SI  Respond to of 10921
 
I'd take a 1:1 share offer from AMAT for my SVGI shares even if AMAT is overpriced and SVGI underpriced today. :-)




To: Katherine Derbyshire who wrote (6772)8/21/1998 12:07:00 AM
From: David Rosenthal  Read Replies (1) | Respond to of 10921
 
Katherine,

Simple question here about AMAT and lithography (and excuse my ignorance). I thought AMAT's strategy was to expand their market by providing tools that maximize efficiency by working together. Wouldn't lithography be an odd duck here? Don't these machines standalone at the beginning of the process? Is there any benefit that integration could provide?

Thanks in advance,

Dave



To: Katherine Derbyshire who wrote (6772)8/21/1998 8:23:00 PM
From: LLCF  Read Replies (1) | Respond to of 10921
 
Thanks for your response... very interesting. The only reason I bring it up now (re: <IMO all of this is speculation, though. If AMAT were going to buy SVGL, they would have done it already.>) is that the company is 1/3 the price it was when rumors of AMAT interest were flying. That definitely makes a difference assuming it was ever considered...

Whats your take on consolidation in the industry if things get uglier?

DAK


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News