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
Consolidation in the Semiconductor Equipment Industry
An SI Board Since October 1998
Posts SubjectMarks Bans
2 1 0
Emcee:  wmf Type:  Unmoderated
Introduction Compact
Semi Equipment stocks are close to the bottom now - but what is the best way to get positioned for the rebound ? Of course, buy the future winners ! But what is the cheapest way to get your entry ticket ?

Buy the likely winners directly or get into a much cheaper takeover candidate ?

Buy NVLS directly or hope that they will snap up SFAM or IPEC ?

Buy PRIA directly or rather hope they will go after BRKS ?

The bottom seems to be here. Executives soon might get more courageous
and get onto the acquisition trail. Let us collect the rumours and find out what the targets are !
 Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
 Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
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