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Technology Stocks : Mattson Technology
MTSN 3.6000.0%May 12 5:00 PM EST
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To: John Stewart who wrote (2471)1/18/2000 11:54:00 AM
From: Ian@SI  Read Replies (1) of 3661
 
John,

I hope the message was received by every chipmaker now planning a 300mm line. If they want to avoid debugging some suppliers equipment, they darn well better come to MTSN for their Strip, CVD and hopefully RTP requirements as well.

Again, many thanks to Joe Bronson for shelving AMAT's 300mm development plans during 2nd calendar quarter of 1999. (They've subsequently been ramped up again.) With AMAT's help, MTSN just might have a sufficient lead in 300mm to pick up several Production Tools of Record status with several very large chipmakers.

With the capacity shortage, I hope that they don't decide to risk a 6 month or so delay while AMAT gets up to speed. Besides AMAT wouldn't even notice the market share that MTSN captures. :-)

Best regards,
Ian.
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