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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 (1330)6/9/1999 9:36:00 PM
From: Ian@SI  Read Replies (2) of 3661
 
John,

Re 13G or 13D: If I remember correctly, even with the Concept takeover, MTSN has less than 25M shares outstanding. If a single buyer, then just the last 2 days sales would force a filing for the worst case where the buyer didn't hold a single share before.

There could be multiple buyers. ???

RE Takeover: AMAT stopped all 300mm development this year. If they bought MTSN, they'd get qualified, production tools which deliver better value than anything AMAT's got today; while saving much of the time and cost of an R&D program.

And I suspect that AMAT could get 300mm cheaper by buying MTSN than developing it itself. It's sort of like the Oil company mergers. The large integrated companies can buy a barrel of oil on the NYSE (by taking over another oil company) for a much lower cost than exploring / drilling for it.

While AMAT is a wonderful company, I'd still much rather have the return from my MTSN investment during the next 3 years.

JMHO,
Ian.
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