Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 160.52

-4.9%

Dec 12 9:30 AM EST

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To: FJB who wrote (9431)	2/1/2001 6:40:31 PM
From: Q.	of 10921

MSDW: Mattson (MTSN-$16-O) Resuming Coverage with an Outperform Jay Deahna/Steven Pelayo We resume coverage of MTSN with an Outperform rating and 12-month price target of $20 after the merger with CFM Technologies and STEAG. "Power of Three". With the addition of STEAG's and CFM's products, MTSN now offers products in resist strip, CVD, RTP, wet clean, and others. We believe MTSN is gaining share in resist strip and wet clean. Consequently, we forecast MTSN to grow faster than the industry average in 2001. Our F2001E and F2002E earnings before goodwill (EBG) are $0.70 and $1.20, respectively. Our F20001E and F2002E rev are $500MM and $590MM, respectively. Compelling valuation. MTSN is currently trading at 1.5x trailing C4Q sales vs. the group average of 2.5x. We believe MTSN is one of the most attractively valued names in our group.

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