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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 (2822)6/7/2000 1:29:00 PM
From: The Ox  Read Replies (2) of 3661
 
I was reviewing the earnings reported by MTSN and developed this chart.
I'm curious if anyone else might have some insight into expectations
for the next report?

qtr sales seq inc% booking backlog
99q2 24.1 68.5 29.6 35.0
99q3 29.2 21.2 35.6 41.4
99q4 35.8 22.6 50.6 56.1
00q1 42.6 19.0 57.4 70.9

00q2 ** 50.8 19.2 64 82 these are my expectations.

During 00q1, we had the TQNT order and the 9MM+ order from the 'major
DRAM co.' both to be installed during q2. We've not heard from the
company so far this quarter, which probably shouldn't be a concern.

Does anyone think that China's posturing/threatening Taiwan could be
holding back this stock since the company has a large % of it's
customers in Taiwan?

Earnings from '99 were -.05, expectations for this year currently
are over a dollar and over $1.60 for next year. I still think this
one is undervalued at the current price, when viewed in the light of
the terrific growth being shown.

Just my opinion,
Michael
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