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.

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

To: Katherine Derbyshire who wrote (25676)	10/23/1998 12:52:00 PM
From: Paul V.	Respond to of 70976

Katherine, I haven't thought about this enough for anything but a few off the cuff comments. We are willing to give you some reflections time.<gg> Thanks. Paul V.

To: Katherine Derbyshire who wrote (25676)	10/23/1998 1:31:00 PM
From: Duker	Read Replies (2) \| Respond to of 70976

I would toss in CFMT as a player in the segment that has not fared as well and is clearly more vulnerable. As an aside, my in situ question was directed more at understanding if there is any strategic value in the "KLAC-moving-into-the-front-end" rumors that have been circulating of late (aside from the obvious synergies in R&D, Field Service and Support, Purchasing Economies, etc.) ... Random (and probably useless) datapoints: -- KLAC cancels a series of investor meetings in Boston this week. -- LRCX cancels similar meetings in Denver. -- KLAC rambled on their last conference call about the success of the Tencor acquisition and integration -- a change from previous calls. -- Obviously Bagley is quite familiar with KLAC ... cross-pollenation of the boards of both companies. AMAT moves with Opal and Orbot ... KLAC moves with [some front-end company or companies] ... I believe it is merely useless speculation. --Duker