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Technology Stocks : Mattson Technology
MTSN 3.6000.0%May 12 5:00 PM EST
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To: Ian@SI who wrote (2525)1/22/2000 1:41:00 AM
From: Clarksterh  Read Replies (4) of 3661
 
Ian - You're hoping for a buy out? I certainly hope not. I guess the difference is that I expect to see substantially north of 100 by early next year, and all the big companies which might buy MTSN are unlikely get that kind of return.

As for NVLS being the buyer, I personally would be very surprised. MTSN now has significant CVD business (Novellus' bread and butter), and thus Mattson might not feel it was the best fit. If there were a buyout, I would guess at Lam as better mesh. Feel free to critique.

JMO

Clark

PS - A favor to ask. Could you tone it down on the newbies? If we scare away the other opinions, we'll lose a lot of the value of these boards. (Ask Curly about the CYMI Yahoo boards where some very informative posters were scared off.)
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