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Technology Stocks : Mattson Technology

MTSN 3.600

0.0%

May 12 5:00 PM EST

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To: Ian@SI who wrote (2808)	6/1/2000 10:04:00 PM
From: lrrp	Read Replies (1) of 3661

Ian, welcome back> I saw the IBD article; it was kind of old news; basically, it discussed the emergence of mattson in cvd; and how the company is just getting started. The article stated that Samsung was the only Tier 1 company to buy the mattson cvd with a few lesser unnamed companies also buying; Im sure Tsmc and Tqnt feel real good about that categorization. Also what was really interesting to me, was the fact that Mr Matttson had a noncompete clause in his Nvls contract which did not allow the marketing of cvd systems till 94; the article did say that the aspen tool can turn out 180 wafers/hr vs 100 for its lessser competitors!<G> Also there is a nice pie chart that shows the bookings breakdown for q 1; in this, strip is 78%, while others (epi etc) is 8% and cvd is only a measly 14% What the article does not state is that a short time ago, mattson bookings for cvd was ZERO, so for me the article was a good summation of why mattson could be valued alot higher than it is; the article missed the point for people who dont know whats going on-- Gee only 14% !!!! Welcome back, steve

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