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Applied Materials, Inc. Message Board

  • munirqasim42 munirqasim42 Sep 24, 2013 12:32 PM Flag

    AMAT and TE combination will have very good one side effect.

    AMAT shareholders should feel happy on this combination because it would get rid of this SPLINTER , thing and his money losing SOLAR PENAL.for the last several years.

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    • TEL is very good at Etch which will complement AAMT's offering. Interesting that TEL exec took the top spot even though they are half the size of AMAT. Mike Slinter as Vice Chair tells me he is probably headed out in the next 12 months.

      I think the regulators will allow this merger since you will still have 3 major players + Veeco in this space. ASML, Lam/Novellus, and AMAT/TEL are still going to have to compete hard for WFE $. They all have great products and broad line ups.

      Someone will probably acquire Veeco in next 12 months to create an stronger product portfolio.

    • Never going to happen. Feds will deny due to reduced competition. INTC et al will make sure. They don't want cap equipment companies to have leverage in pricing. Also, AMAT fires employees for no reason than they want to make the stock go up. TEL takes care of their employees and treats them as valuable assets. Culture clash big time.

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