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Technology Stocks : Mattson Technology
MTSN 3.6000.0%May 12 5:00 PM EST
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To: Demosthenes who wrote (1453)7/2/1999 10:58:00 AM
From: Ian@SI  Read Replies (1) of 3661
 
D.,

I would expect that for the period examined, the numbers are probably pretty close.

What the SSB report didn't specify was:

The specific time range analysed;
The geographic area analysed;
The source of the data (i.e. estimates or actual sales)

SSB was looking backward and giving a single point.
You're looking forward and recognizing the trend of MTSN grabbing Strip share globally.

While MTSN's price has moved substantially %age-wise from the Oct low, $-wise, I suspect there's even more distance to go than we've already seen.

What they've done in Strip, I expect them to do in CVD, epi and RTP during this upleg with an exceptional growth spurt next year as the 300mm production orders start coming thick and fast.

The only question in my mind is when MTSN will be discovered by the Street. Before or after their Market Cap has tripled?

Still enjoying the ride,
Ian.
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