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Technology Stocks : Mattson Technology

MTSN 3.600

0.0%

May 12 5:00 PM EST

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To: Dale Knipschield who wrote (2625)	2/5/2000 7:42:00 PM
From: Lex Luther	Read Replies (1) of 3661

Gentlemen, Now I know I don't have alot of credibility here but John Stewart is right in his current assessment-this stock will be at 75 or better before semicon hits. There is major growth of all Mattsons product line especially domestically here in the US where he hasn't been that strong in the past. He is starting to take away a good portion of GSNX 's strip business and his CVD business will continue to grow at a high rate due to the flexibility of the Aspen platform (bridge tool 200mm to 300mm) Now Jon Stewart has correctly pointed this out in the past on several occassions, my point for mentioning this is I have seen the results of this growth first hand. They are winning at TI Dallas so look for a big order out of D-Mos 6 which is 300mm. They are going to win at Intel if they can overcome the political issues (Fab 22) Brad and Co. can't talk about it cause that is the way Intel makes everyone do business including AMAT and NVLS. MTSN will hit $500 mil in sales so you crunch the #'s. Good Luck!

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