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Technology Stocks : Mattson Technology
MTSN 3.6000.0%May 12 5:00 PM EST

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To: lrrp who wrote (2821)6/2/2000 3:47:00 PM
From: Ian@SI  Read Replies (3) of 3661
 
Lichtman's went bankrupt, so I had to run down to the Reference Library to see the MTSN story in IBD.

There wasn't much left unsaid after all the nice extracts on this thread. Thanks for all the reports.

The charts were quite interesting. During the next 2 - 3 years Strip market will double; CVD and RTP will more than double.

This implies to me that MTSN stands a reasonable chance of gaining a few PTOR (Production Tools Of Record) with various fabs not only in the Strip but also in CVD and RTP arenas.

Should be a very nice couple of years to be holding Equipment stocks and especially MTSN which I still expect to substantially outgrow the sector.

Ian
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