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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 (2103)	11/4/1999 7:41:00 PM
From: John Stewart	Read Replies (2) of 3661

Some GSNX CC highlights as I noted them (hope they are correct. My own comments included. These are only my own select biased opinions, so take them as you may): - R&D spending down $4.7M from last year. (Think about what this means in many respects) - No note of any comments of bookings other than greater than 1 (below industry BTB?, way below MTSN?) - Bookings: NA 45% E 36% A 16% J 4% (take out intc & what do you have?) - other non strip/clean biz bookings of 1 tool total - Claimed they will get the Samsung Fab 10 strip biz in 1 month. (I hope they do. Anyone foolish enough to preannounce a Korean order before they have it just gave them a much larger discount than they already have) Best Regards, John Stewart

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