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Technology Stocks : Mattson Technology

MTSN 3.600

0.0%

May 12 5:00 PM EST

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To: Clarksterh who wrote (2528)	1/23/2000 8:19:00 PM
From: FJB	of 3661

Hi Clark, 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. Hill of Novellus seems to be the most focused CEO of the sector when it comes to the bottom line. I recall his comments in several conference calls that he believes NVLS can be highly profitable as is. If NVLS were to make an acquisition, it would have to be accretive very soon thereafter. I don't know enough about Mattson and the forecasts for their business to determine whether they fall into that category. Do you have any ideas about what MTSN's gross and net margins might look like going forward? Ian? This is a pretty cool thread. Just started reading it today. I followed the company several years ago, but got too sidetracked by the bigger companies in the sector. Brad Mattson is a brilliant guy. Wish I had kept up with developments in the company. It appears they are going to do very well, when only a year ago people were questioning whether small companies could survive in this sector. Congratulations to everyone who had the foresight to buy the stock. Bob

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