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Technology Stocks : Mattson Technology
MTSN 3.6000.0%May 12 5:00 PM EST
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To: tejek who wrote (1802)9/20/1999 12:45:00 PM
From: Ian@SI  Read Replies (2) of 3661
 
Steve, Ted,

MTSN has never come close to today's volume while going up.

We've already exceeded peak daily volume in the days prior to all the Sell Side coverage.

I further accept that regardless of my personal biases, many big players are TA practitioners and can cause short term moves in stocks.
Somehow the last 2 days don't feel like anything short term.

We know that MTSN has placed each of its tools in at least 1 of the top 20 Chip makers in each of its geographic marketing regions. We know that Samsung has taken its CVD into production. We further know that the DRAM makers are fiercely competitive; and they won't let Samsung have an equipment advantage.

So, yes I believe there's something fundamental that is about to be released; or has already become known by the institutions. A major Strip win; or a major CVD score would fit the bill.

John's Strip market share numbers imply that there may have been 1 or more major strip wins. But I thought that GSNX was also doing well last week. That doesn't help me believe that the Market knows how well MTSN is doing.

Brad still owns more than 20% of the company; and I doubt that he'd sell this early in his new company's success.

So I'm happy but curious.

Ian.
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