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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 (2075)10/28/1999 6:12:00 PM
From: John Stewart  Read Replies (2) of 3661
 
Ian;

To the best of my limited knowledge, TI has not yet ordered an Aspen III CVD. I think Brad was telling us something when he said the cycle of buying goes DRAM first, the TI's of the world 2nd, then INTC. We still need to get a few more DRAM guys to get past stage #1, I think. BTW, with all the chicken little type talk going on here, you'd think it was GSNX that was overtaking MTSN in market share right now, rather than the other way :') But heck, why should we let fundamentals get in the way of emotional based thought :')

Kind Regards,
John Stewart
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