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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 (2153)11/10/1999 10:44:00 PM
From: Q.  Read Replies (1) of 3661
 
Yes, Ian, the inventory growth is consistent with a major ramp in the upcycle.

You can also see the effect of this in the statement of cash flows, where the ramp is chewing up the cash. Things worked out okay for Mattson in this cycle: they came into the upleg with plenty of cash.

The only thing that bugs me right now is the firing of the auditor. This is something that you see often with lousy companies that are engaged in aggressive accounting, and not so often with quality companies. It's not going to cause me to sell, but it does raise a warning flag where there previously wasn't one.
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