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Technology Stocks : Mattson Technology
MTSN 3.6000.0%May 12 5:00 PM EST
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To: John Stewart who wrote (1331)6/9/1999 9:39:00 PM
From: Ian@SI  Read Replies (1) of 3661
 
John,

With Craig Barrett, INTC has announced or been rumoured to have adopted a "qualify second source" policy to replace its "copy exact".

It remains to be seen whether this is a price negotiation tactic or whether they really will have 2 suppliers for each tool.

But I do believe that MTSN is almost a certainty at INTC with 300mm.

Ian.
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