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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 (1836)9/23/1999 6:50:00 AM
From: John Stewart   of 3661
 
Ian;

I'm really interested in Brad's comments in CVD in the next CC. Hoping for a hint on performance of existing base and op's going forward. BTW, it was a very short period of time for eval to production orders at Samsung I think. Again, I think virtually all the revenue growth this cycle will be CVD and Strip. With huge gains in the foundry and DRAM area, they would be hit fairly heavy whenever the next downturn came, though.

Best Regards,
John Stewart
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