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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 (2758)4/7/2000 11:14:00 PM
From: Q.  Read Replies (1) of 3661
 
Foundries will increase capacity 57% this year and 34% in 2001.

Message 13371888

Since Mattson is a big supplier to Taiwanese foundries, this news is interesting. Lead times being what they are, Mattson will see a decrease in BTB sometime in the middle of this year.

OTOH, year-over-year decrease in revenues will still remain strong going into 2001.
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