UMS Holdings

[Nick]

UMS Holdings’ (52 cents, unchanged) key customer
Applied Materials have bought Tokyo Electron for
US$9.39bln. Gary Dickerson the CEO of Applied
Materials will be CEO of the combined entity and Applied
Materials’ shareholders will own 68% of the combined
entity. According to Gartner, the semiconductor
equipment industry which both Applied Materials and
Tokyo Electron serves is expected to decline 9% this year
to US$34.6bln, hence both companies are trying to
mitigate the downturn by combining their business to reap
economies of scale and capitalize on synergies as both
companies serve similar customers. The deal should
benefit UMS Holdings as they are the key supplier for
Applied Materials’ Endora Systems. The deal would
increase the addressable market for them.

http://www.remisiers.org/cms_images/rese...925_LT.pdf [Report]

I guess this is possible if TEL clients are willing to use AMAT products ?

(Vested)