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

To: Duker who wrote (28477)	2/20/1999 11:20:00 AM
From: Tony Viola	Read Replies (3) \| Respond to of 70976

Duker, Re: "all the stars align for a GE-AMAT merger!!! The feather in Welch's hat before retirement!!!" You can't be serious. 1. Where's the technology synergy? Power plants and submarine nuclear engines...low dielectric aluminum vs. copper damascene decisions? Would be strange bedfellows. Admitted technology bigot here. 2. How's the success ratio of GE acquisitions? Anything like IBM (Rolm, Lotus). 3. If AMAT has so much cash and a now powerful stock price, why not take on the Cisco model, i.e., buy small, closely related companies that have technology they don't. 4. That would eliminate forever a great cyclic stock play in AMAT. I thought this thread reveled in that more than anything. As Nikita said, nyet! Tony