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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 (1373)6/12/1999 1:37:00 PM
From: Ian@SI  Read Replies (1) of 3661
 
John we may get the Street's attention sooner than we thought.

Earnings estimates are rising...



Consensus EPS Trend
--------------------

This Quarter Next Quarter This Year
(Jun 99) (Sep 99) (Dec 99)

Current 0.02 0.08 0.05
7 Days Ago 0.02 0.08 0.05
30 Days Ago -0.02 0.03 -0.07
60 Days Ago -0.06 -0.03 -0.04
90 Days Ago -0.06 -0.03 -0.04



If there's anything that I like to see, it's multiple upward revisions within the same quarter.

Re Strip at INTC: With Andy Grove, I'd have guessed that the first opportunity wouldn't happen before 300mm. With Craig Barrett, there just might be a chance of getting in with the next major process change - say Cu or 0.13µ. I have no way of judging the probability of this happening. but I sure would like to hear from someone with knowledge of INTC's current equipment procurement processes.

Best,

Ian.
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