SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Mattson Technology
MTSN 3.6000.0%May 12 5:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Ian@SI who wrote (2039)10/22/1999 11:08:00 AM
From: Ian@SI  Read Replies (3) of 3661
 
More highlights from the conference call.

I believe the backlog was a new record high: $41.4M.

But I'll have to listen again as I was too busy writing; and not paying sufficient attention to the precise words spoken.

From an overall business perspective, Brad is expecting 10% - 15% sequential growth with 10% of the revenue increase going to the bottom line.

If we get a sequential growth of $3M, then $300K falls to the bottom line which would equate to another 1.5 to 2¢ a share; or a doubling of earnings / share next quarter. I love these percentages when working with very small numbers. :-)

I have to listen to the outlook statements again. It sounded like:

60% growth Y / Y for 99; Very good growth also expected for 2000 over 1999.

Strip: UMC was the major Taiwan Strip win. In total there were 3 new accounts in the Top 20 chip makers. Other 2 weren't mentioned; nor were there sufficient clues for me to guess.

John S, Where are you with your insights?

Korea Capacity expansion: Samsung going aggressively. LG-Hyundai not yet, but not far behind.

Japan: Still slow, I think. NEC announcement an excellent indicator. But still not as strong as other regions.

Taiwan: Foundry customers have demand for double the current capacity. Yet, foundries are currently only planning to expand capacity by 50%. [Perhaps some further upside here.]

Cu: Have multiple orders, but they're probably not production yet.
May be middle of next year before production ramps for Cu.

CVD: Sees great opportunity. [Sure would like to see a couple announcements. It would be fabulous to capture the DRAM sector, then go do the same with Logic.]

300mm: Signs of CVD activity from Korea. Hyundai and Samsung.
[Please, lord, let Hyundai make Samsung's orders look like small change.] Also some activity from Infineon. Probably mid next year before this heats up.

And that's it for highlights.

Ian.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News