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Technology Stocks : Mattson Technology
MTSN 3.6000.0%May 12 5:00 PM EST
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To: Ian@SI who wrote (1793)9/19/1999 10:00:00 PM
From: John Stewart  Read Replies (1) of 3661
 
Reference Mattson strip rev's:

I suspect this Q's strip bookings, if broken down from CVD et. al. (which Brad doesn't do), will about match/exceed last Q's record total rev's. Let's not forget that GSNX also has biz in a few other areas, so their strip rev is not generally known either. The latest possible time that it will widely known about GSNX slip in share to #2 will be around April when these figures are officially published. As for the final death blow, the loss of the stronghold at mighty INTC, I figure we're still 1- 1 1/2 yrs away from MTSN getting in. But Fusion just slipped in a 300mm there, so the GSNX stronghold there is slipping via others for now. As I've stated for a long time, Low K will be the first foot in the door at INTC. They aren't gonna change for higher productivity or lower cost, only for technical need.

Best Regards,
John Stewart
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