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jeunke22

01/25/24 10:19 AM

#177088 RE: walterc #177083

Let me add that from the European group I know best, most hold their shares since 2009 -2011 time frame. A couple sold part of their shares and kept a significant number at no cost. Only one sold his complete holdings at around 17-18 dollars ( bought a beautiful place in Spain) and has gradually been accumulating ever since. All in all most European shareholders I know are pretty comfortable with Lightwave and their long position. I would 50% thinks we will be bought out in 2024, 50% thinks we will go it alone for some time. Looking at AMAT ‘s acquisition strategy over the years, Lightwave would certainly be a very likely prospect.

Reanimator

01/25/24 10:22 AM

#177090 RE: walterc #177083

if you believe in what Michael Lebby wrote in his yearend update.



Allow me to rewrite this last sentence to make it more accurate:

"if you believe in what Michael Lebby wrote in his yearend update. This means being able to ignore his history of missed goals and timelines, including when he said there'd be a customer announcement by ASM 2022, and then whiffed. Or when he said in Dec 2022 to expect a significant cadence of catalysts in the near term. Or when he said in Dec 2023 that he had exciting additional milestones to share by the end of the year, but didn't. Or when he said they were working hard to close deals that might close by year end, but didn't. etc etc"