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Technology Stocks : FSII - The Worst is Over?
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To: Duker who wrote (2501)6/23/1999 9:37:00 AM
From: Running Bull  Read Replies (2) of 2754
 
Well, after today I don't own it either. I like Mattson and converted my investment to them. Anything is better than this old horse. Looks like FSII finally woke up to the fact that the low K materials are spin on products and that they could be deposited with a Polaris like process. Duh. They are about two years late with this revelation. They should have bought CFMT with all their cash when the bottom fell out of the market. That would have been a good move. Instead they buy Yield up. They could have converted the Excalibur system to be a single wafer wet tool and gotten the same result for a lot less dough. Not much insight.
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