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


To: Justa Werkenstiff who wrote (26565)11/20/1998 8:12:00 AM
From: blake_paterson  Respond to of 70976
 
<<** SFAM and IPEC to Merge **>> Let the consolidations begin!

Key considerations:

1. Does the NVLS - IPEC alliance survive this merger?

2. Now AMAT faces greater competitive threats, both in 200 mm and 300 mm CMP.

3. A stock swap acquisition of the merged entity, by NVLS, seems to make sense (credit EACarl): Message 6493984

BP