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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 (2472)1/18/2000 12:46:00 PM
From: Curlton Latts  Read Replies (2) of 3661
 
Ian - Is there anything (other than a time lead) that would prevent AMAT from catching up and being an aggressive competitor.

Any other aggressive competitors?

What are the barriers to entry, if any?

Is a time lead on qualified products a very significant advantage or just a significant advantage?

Thanks for your comments.

Good Luck To Each And All

Curly

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