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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 (2058)10/23/1999 7:22:00 PM
From: Q.   of 3661
 
PSR is not everything for valuing semi equips.

For years, Lam was valued much more cheaply than Novellus based on sales. That's because Novellus had a better financial model with vastly superior margins.

As a result, Novellus had a larger market cap, despite much smaller sales than Lam.

That was true as of a couple of years ago, when I quit following the two companies closely.

So far, Mattson is showing no signs of moving toward a Novellus-like financial model.
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