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Technology Stocks : Mattson Technology

MTSN 3.600

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May 12 5:00 PM EST

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To: Ian@SI who wrote (1405)	6/22/1999 12:29:00 PM
From: John Stewart	of 3661

Ian; Reference my call on June 12th: A couple of things led me to this conclusion: - We all had concluded that the first Samsung sale was 300mm a long time ago. Brad confirmed a least 4 300mm Aspen III's in production and was "very upbeat after just coming back from Korea" , ie another big order on the way. - With this info, and the recent pullup of 300mm programs they were ready to grab share. - As I've stated since Sept, I hear this tool is outstanding, a big step change from the Aspen II. - Look at the price, just over $1M/tool for a 300mm that has a smaller footprint than other 200mm tools and outproduces them also. I would guess that they have a 50% lower manufacturing cost/tool than the others based on pricing and noted gross margins. Best Regards, John Stewart

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