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Peter Clarke
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Re: Incorporate in Netherlands?
Peter Clarke   9/26/2013 5:24:37 AM
Yes there is something about the Netherlands.

STMicroelectronics is headquartered in Geneva but has been incorporated in the Netherands for many years.

When ST-Ericsson was created, it too was headquartered in Geneva but incorporated in the Netherlands.

So there is something about the Netherlands for multinationals but I don't know exactly what it is. Probably something similar to Delaware in the US.


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Re: Incorporate in Netherlands?
geekmaster   9/25/2013 10:12:48 PM
To incorporate in the Netherlands because of tax rates does still not make much sense to us.  Yes, it is less than US (40%) vs 25%. But if tax rates are the reason why not Ireland with 12.5% or Liechtenstein with 12.5%? Bulgaria is even lower than that.  Is there another strategic consideration?

rick merritt
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Excerpt from Canaccord Genuity analyst Josh Baribeau
rick merritt   9/25/2013 6:10:00 PM
Here's an excerpt from a report by Canaccord Genuity analyst Josh Baribeau on the proposed merger:

"We see little initial disruption from the newly combined entity. We are not adjusting our ratings, targets or estimates as a result of the merger.

The most likely negative impact would be to MKS Instruments whose #1 and another top-5 customer have just combined with a stated goal of extracting costs from all layers of the supply chain. The impact to pricing and MKS' possible offsets, however, remains uncertain at this stage.

There may be a slight positive impact for Ultratech as Applied possibly gets distracted away from its smaller annealing business, and/or its customers look to diversify away from the newly merged entity in smaller or non-critical applications.

We see no overly positive or negative impact to Nanometrics.

We expect further consolidation in the equipment space, probably among the smaller suppliers as they struggle to 'go large,' but we now realize that almost any transaction size is possible."

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this was unexpected
any1   9/25/2013 1:04:59 PM
I must say I am surprised by this merger.   Consolidation in the semiconductor equipment  industry is expected, but not this pairing.  I think it is a bad sign for the industry as a whole.  As this new company will dominate the equipment industry now. 

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CD-SEM tool
LarryMartell   9/25/2013 11:47:47 AM
AMAT also has an amazing new CD-SEM data mining tool, Prizm:



Peter Clarke
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Re: 'Merger of equals'
Peter Clarke   9/25/2013 10:09:57 AM
2 to 1 in terms of equity value reflects how the holding in the new company will be divided and $20 billlion plus $9 billion reflects the estimated value of the combined entity. And Dickerson as CEO.

That's the money talking.

But dual headquarters, dual listing, and five directors each and a new name. That's the merger of "equals."



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'Merger of equals'
junko.yoshida   9/25/2013 8:47:58 AM
When I was reading FT this morning, I came across a pointed question FT's LEX column raised on Applied Materials/Tokyo Electron deal. 

In the press release, both companies insisted that this is a "merger of equals."

FT, however, points out:

Appled with a $20 billion market cap is no equals of Tokyo Electron, which has less than half the equity value. 

It is an interesting question, isn't it? What do you think?

Peter Clarke
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So what will be the new name?
Peter Clarke   9/25/2013 6:27:50 AM
So what will be the new name for the merged company?

"Applied Electron" is the obvious front runner.

But is kind of boring?

Let us have your nominations for the name for the merger of Applied Materials and Tokyo Electron!

I'll get you started. If you flip the order of the names round and then initialize you have the justification for "Team." Too corny? Yeah probably.  


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Re: Incorporate in Netherlands?
Ogemaniac   9/25/2013 3:43:14 AM
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who said consolidation?
AnySilicon   9/25/2013 3:09:39 AM
Consolidation will only accelerate. We see it in IP market, EDA market and even in Silicon foundries. If GloFo for example megre with UMC, this will put TSMC in a different position, and change the market totally!

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