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 : Speedfam [SFAM] Lovers Unite ! -- Ignore unavailable to you. Want to Upgrade?

To: SemiBull who wrote (3230)	11/20/1998 12:59:00 AM
From: EACarl	Respond to of 3736

GOOD NEWS!!! I like it!! My observations......... 1. Isn't the market efficient!!! Take SFAM current stock price and multiply the .71, and what do you get? Answer, IPEC current stock price, what an amazing coincidence. 2. I think this is a good deal for both companies, and I expect both stocks to rise tomorrow as a result. 3. I agree with you about "next stop, NVLS buyout" A. Rick Hill is already on SFAM board. B. IPEC is already part of the copper solutions group with NVLS. C. NVLS wants to continue to broaden its product line similar to AMAT. D. With NVLS current stock price being significantly higher in price to sales, price to book, price to cash, etc., a stock deal by NVLS can offer SFAM-IPEC a nice premium, an not be dilutive to NVLS in these ways. 4. My disclosure: I own NVLS and SFAM (no IPEC), and wouldn't mind getting into some more NVLS cheap via SFAM.