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Technology Stocks : Mattson Technology (MTSN)
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To: Shankar Kumar who wrote (12)8/22/1996 10:48:00 PM
From: John Ellis   of 28
 
Shankar,look at note #194 under Novellus. This is the basic way.
MTSN is also undervalued. R2=99.72, with 100 highest. Average 4
year growth in revenue >200%. Reduce that to, say 25% to 33% annually over 5+ years and slash the margin from 19-20%, to say 10%.
Discount the future results(exc any residual value) and get around
$18. This formula provides the fundamental thrust, and of course,
is not intended to be precise per se. I have assessed at least a couple hundred companies this way. Many companies fail the test -
the value generated is less than the current price.

Hope this helps, John
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