Copyright © 2013 Knight Sac Media. All rights reserved.http://www.siliconinvestor.com/subject.aspx?subjectid=4675 Excellent Rally lately and Increased buying by Fidelity. I have heard that the company may possibly be able to leapfrog Applied materials technology. Does anyone have a clear understanding of this company?http://www.siliconinvestor.com/images/Logo380x132.pnghttp://www.siliconinvestor.com/subject.aspx?subjectid=467538013210etchmeisterAs Hill pointed out... High-capacity flash supply to run tight in 2012 [graphic]Printer friendly [graphic][graphic]Related stories [graphic][graphic]Comments [graphic]Email ...http://www.siliconinvestor.com/readmsg.aspx?msgid=2785132212/30/2011 12:48:58 AMetchmeister At 22nm, the focus is first order effects.... The picture that emerges from this assessment is one of rising complexity, more physical phenomena at play and costlier equipment and wafer processing. These challenges will only become more severe [gra...http://www.siliconinvestor.com/readmsg.aspx?msgid=2785013012/29/2011 12:51:51 PMetchmeisterone of the key leading edge applications is double patterning NAND flash, with the critical dimensions and layout, will continue to drive lithography using double-patterning, and perhaps triple-patterning. Atomic layer deposition (ALD) tools will be challenged to deposit films as thin as 4nm to achieve the proper ...http://www.siliconinvestor.com/readmsg.aspx?msgid=2785012512/29/2011 12:48:11 PMetchmeisterThe transaction values Novellus at approximately $44.42 million. The investigation concerns possible breaches of fiduciary duty and other violations of state law by the Board of Directors of Novellus..... What can one say ? This is a law office "specialized" in this kind litigation.. BALA CYNWYD, Pa....http://www.siliconinvestor.com/readmsg.aspx?msgid=2784194412/23/2011 11:52:52 AMrobert b furmanHi etch, I think oyu are correct. Most would not dislike the premium and it is not a taxing situation as long as you retain the Lam stock. Looks like the only way to complain would be to sue the directors for lack of ficuciary responsibility: zlk.com  Bob I think it is a good move for both going innot a less cycl...http://www.siliconinvestor.com/readmsg.aspx?msgid=2784188712/23/2011 11:35:30 AMKirk ©I like the deal and I think NVLS gets stock rather than cash so they take less up front and then do well as the stock appreciates. It is a good deal to keep the brains at NVLS at the combined company so they can profit from their higher LRCX stock after the cost savings are realized.http://www.siliconinvestor.com/readmsg.aspx?msgid=2784062512/22/2011 4:46:41 PMetchmeister[graphic] that would be THE opportunity to present the "new" company to the financial community. http://www.siliconinvestor.com/readmsg.aspx?msgid=2783828612/21/2011 3:21:34 PMetchmeisterHey Bob Can NVLS shareholder block the buyout in case there is NO other bidder? I don't think so - am I correct? If NVLS shareholder want more $ they need to come up with another bidder (which to me is very highly unlikely). If NO other bidder - case dismissed - correct? it almost looks like LRCX shareholders are afra...http://www.siliconinvestor.com/readmsg.aspx?msgid=2783821112/21/2011 2:53:01 PMetchmeisterhttp://www.siliconinvestor.com/readmsg.aspx?msgid=2783813612/21/2011 2:19:21 PMetchmeister LRCX-NVLS blockbuster combo: Why everyone's so positive Share [graphic] Print[graphic] Email[graphic] Save[graphic][graphic][graphic]...http://www.siliconinvestor.com/readmsg.aspx?msgid=2783812612/21/2011 2:14:03 PMetchmeister LRCX-NVLS blockbuster combo: Why everyone's so positive By James Montgomery News Editor [graphic] December 16, 2011 - Lam Research (LRCX) and Novellus (NVLS) are pulling off the indust...http://www.siliconinvestor.com/readmsg.aspx?msgid=2783812512/21/2011 2:12:21 PMetchmeister LRCX-NVLS blockbuster combo: Why everyone's so positive By James Montgomery News Editor [graphic] December 16, 2011 - Lam Research (LRCX) and Novellus (NVLS) are pulling off the indust...http://www.siliconinvestor.com/readmsg.aspx?msgid=2783812212/21/2011 2:10:42 PMetchmeisterThe investigation concerns whether the Novellus Board of Directors breached their fiduciary duties to Novellus stockholders by failing to adequately shop the Company before entering into this transaction and whether Lam Research is underpaying for Novellus shares, thus unlawfully harming Nov...http://www.siliconinvestor.com/readmsg.aspx?msgid=2783791712/21/2011 12:58:12 PMetchmeisterSharing 450mm platform development should also be a significant advantage; besides they might be able to "mix and match" etch and deposition processing chambers. And remember before you can etch it it must be deposited and there can be interaction between properties of the film being deposited and the etch process. In...http://www.siliconinvestor.com/readmsg.aspx?msgid=2782762312/15/2011 7:56:39 PMetchmeister"Is there very much overlap as to what AMAT does vs the new combined NVLS & Lam Research?" Lam (in etch) and NVLS (in deposition) are AMAT and also TEL's main competitors. Nothing really changed in regards to overlap but: AMAT's advantage was being able to bundle etch and dep solution and eventually provide a better p...http://www.siliconinvestor.com/readmsg.aspx?msgid=2782693212/15/2011 2:43:52 PMFUBHOAMAT is a direct competitor in etch and deposition. It is hard to see how there would be any operational integration issues, because there is almost no overlap in the product lines. Just keep running them as is. The sales and upper management - there could be some confusion in the short-term. Probably good for sale...http://www.siliconinvestor.com/readmsg.aspx?msgid=2782654912/15/2011 12:39:34 PME_K_SIs there very much overlap as to what AMAT does vs the new combined NVLS & Lam Research? My thinking was that there might be some customer retention issues during the integration of the new combined company where AMAT might seize the opportunity to gain market share. Perhaps it's a significant enough different market...http://www.siliconinvestor.com/readmsg.aspx?msgid=2782651012/15/2011 12:27:27 PMetchmeisterIt's a very good fit: one of the key leading edge applications is double patterning which consists of leading edge deposition and etch technology. Integrating both steps will be a major improvement (because there might be important interaction between etch,dep and clean IMHO) and they can now compete directly with AM...http://www.siliconinvestor.com/readmsg.aspx?msgid=2782642112/15/2011 12:01:44 PMetchmeister Lam to buy Novellus in $3.3B, all-stock deal Dylan McGrath 12/14/2011 8:53 PM EST SAN FRANCISCO—Lam Research Corp. said Wednesday (Dec. 14) it would acquire rival semiconductor capital equipment maker Novellus Systems Corp. in an all-stock deal valued at about $3.3 billion. Rumor...http://www.siliconinvestor.com/readmsg.aspx?msgid=2782638912/15/2011 11:52:41 AMrobert b furmanHow would amat gain with lrcx buying nvls? Amat bought vsea but they were ion implant Neither lrcx or nvls were in ion implant Bobhttp://www.siliconinvestor.com/readmsg.aspx?msgid=2782515112/14/2011 6:54:57 PME_K_SLam Research to Buy Novellus Systems for $3.3B By Vivek Shankar - Dec 14, 2011 2:54 PM PT bloomberg.com  Lam Research Corp. (LRCX) agreed to buy Novellus Systems Inc. (NVLS) in an all-stock transaction worth about $3.3 billion that values Novellus shares at $44.42 each. Novellus closed at $34.70 today ---------------...http://www.siliconinvestor.com/readmsg.aspx?msgid=2782509612/14/2011 6:24:01 PMrobert b furmanJust announced that NVLS is to be bought out by LRCX. Another one bites the dust. First Varian and now Novellus. There are not that many left!! Bobhttp://www.siliconinvestor.com/readmsg.aspx?msgid=2782505612/14/2011 6:02:32 PM