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Technology Stocks : Mattson Technology
MTSN 3.6000.0%May 12 5:00 PM EST

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To: Curlton Latts who wrote (2463)1/16/2000 1:17:00 AM
From: Ian@SI  Read Replies (1) of 3661
 
Curly,

Even more compelling than CYMI. ;^)

I suppose they have a compelling story.

While their competitors stuck with 200mm production, MTSN qualified its tools with every 300mm R&D and Pilot project around the world. Now that 300mm is being pulled in, MTSN has a significant lead for its toolset.

Further, Brad has always stressed Performance, Low Cost of Ownership, Reliability and Service from product design through after sales support. Getting the best bang for the buck is becoming increasingly important to chipmakers such as INTC now that there is real competition with real competing products.

I expect MTSN to substantially outperform the sector and the other leaders in the sector as its story becomes more widely known and understood.

As I haven't seen you on this thread before, I should disclose that I have more MTSN shares than any other holding in my portfolio. And its $ value is larger than all but 1 other holding.

Welcome to the thread,
Ian.
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