Will the 'shared economy' pioneers be the next Twitter or Facebook?
The shared economy companies are threatened by laws and regulation. But then, which disruptive businesses are not? Uber and Airbnb are likely to be...
299 Views
Quicknote: TOKYO ELECTRON: Reverse Flowback [CORRIGENDA] - Still a Buy
Two things: Detail Corrigenda and Trade ReaffirmationIn my haste to get something out on TEL last week after the break up of the TEL/AMAT deal, I...
344 Views
FLOWFRONT: Cancelled - TEL/AMAT cancel their merger, FLOWS result
After the close of business April 27 2015, TEL (8035 JP) reported results and TEL and AMAT announced that they had cancelled their planned merger...
338 Views
FLOW FRONT IN LIMBO? AMAT & TEL delay their merger to June
On February 26, Tokyo Electron ("TEL") announced (and AMAT filed an 8-K) to the effect that the merger completion date (and the walk-away date by...
540 Views
FLOW FRONT? Anatomy of a multi-billion dollar flowback - Part Deux
The premise of the original FLOWFRONT piece is/was that the merger between Tokyo Electron (8035 JP, hereafter "TEL") and Applied Materials (AMAT...
389 Views