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Technology Stocks : Mattson Technology
MTSN 3.6000.0%May 12 5:00 PM EST
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To: Q. who wrote (2047)10/22/1999 5:25:00 PM
From: Ian@SI  Read Replies (2) of 3661
 
John and John,

Thanks for the Balance sheet education. What you have both said makes sense. So I can get completely unexcited about seeing $0.50 and go back to realizing that $0.05 is probably a little bit too optimistic for next quarter.

John G.,

When they collect the $9M AR, that should give them a lot more flexibility and replenish their working capital. If they're successful in making CVD, EPI and RTP breakthroughs in the same quarter, then they'll probably have to borrow to handle the ramp up.

From the conference call, I would expect these to be sequential step by step and accommodated within their existing resources.

I could be wrong.

Ian.
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