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

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To: Anthony Denaro who started this subject8/24/2000 1:55:30 PM
From: Running Bull  Read Replies (1) of 3661
 
Information on MTSN from MSDW

· We believe MTSN is gaining share in the move to 300mm wafers, as MTSN is winning more than 50% of 300mm projects.
· We believe MTSN is close to securing a new 300mm customer for its CVD product.
· We believe the integration of MTSN, Steag, and CFM is progressing well, and the deal could close before the previously announced date of Jan, 2001.
· The combined entity should be stronger than the sum-of-parts. With the acquisitions, MTSN transforms from a niche player to a top tier equipment supplier.

RB
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