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AMAT, Tokyo Electron scrap merger

A

Arthur Hanson

Well-known member
This was announced in the Wall Street Journal at 5:52 this morning, due to US regulatory concerns. Any thoughts or comments on this welcome.
 
Gonna hurt AMAT in etch which will help LAM. Look for a TEL/Ebara merger. TEL needs more than Etch and Track and Ebara needs more than pumps and CMP. LAM's the big winner.
 
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