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Technology Stocks : Mattson Technology

MTSN 3.600

0.0%

May 12 5:00 PM EST

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To: Ian@SI who wrote (1849)	9/24/1999 1:26:00 AM
From: tejek	Read Replies (1) of 3661

In case you can't tell, I think that the Taiwan Earthquake is going to be extraordinarily bullish for some of the equipment companies. Ian RE <<<First the maintenance services in Taiwan will be billable. Second, I believe that fabs will put more urgency on expanding rather than outsourcing - especially to an earthquake prone region. [Oops, isn't that where they built Silicon Valley?]>>> Aren't most of the fabs in earthquake prone areas....Singapore/Malaysia, Taiwan, Korea, Japan, Pacific Northwest. I agree the equipment makers will benefit but how are chipmakers (esp the small ones) going to get around the high cost of building fabs? Isn't that why a lot of companies are fabless? Actually now that I read this post, I like your post and its vision better. Lets hope tomorrow is a better trading day than today. Good luck. ted

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