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Technology Stocks : Mattson Technology
MTSN 3.6000.0%May 12 5:00 PM EST
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To: Philip W. Dunton, Jr who wrote (2256)12/4/1999 1:12:00 PM
From: Ian@SI  Read Replies (2) of 3661
 
Phil,

It's probably the only Semi Equipment maker with glowing prospects that's still selling for about 15% less than book; and if I remember correctly, about twice cash.

It might be a little late to the party; that's hard for me to say. The WJ acquisitions have served the company well; the lithography division has seriously underperformed but that might be corrected by the long lead times in the sector - customers might come to SVGI for delivery date reasons not because of their brilliant sales efforts; and track sounds like it just might have a real winner, but we need to see a couple volume sales before all the new fabs have been built.

Relative to MTSN, SVGI has solid prospects for similar capital gains going forward; but SVGI is more hope whereas MTSN has already shown significant successes in the execution of its strategy.

FWIW,
Ian.
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