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Technology Stocks : Mattson Technology
MTSN 3.6000.0%May 12 5:00 PM EST
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To: creddell who wrote (3245)1/13/2001 10:56:11 PM
From: Jack Hartmann  Read Replies (1) of 3661
 
Some more notes from the Needham conference

David Dutton - persident of plasma product section
Basics of Semis and MTSN
- Industry is cyclical
- felt we were coming out of a downturn
- demand at topline is struggling (300 mm)
- Seeing PC vs. mobilization battle occuring
- Looking for market to be 10% growth and we do better than the market
- Brad Mattson was founder of Novellus (I thought Brad was from AMAT)
- Did merger due to the need to obtain critical mass since industry is consolidating
- 70% of semi revs go to top ten suppliers, the bigger are getting bigger. We are in the top 15 and will grow to top ten
- leader in strip 300mm
- CVD went from #13 to #7
- #2 in thermal RTP from Steag,
- Seeing progress in Epi systems
- All three divisions invested in 300mm during last down turn.
CFO Lougar? (ex-CFO of Steag)
- 100% growth y2y
- 200M in sales, 50% GM in 3Q with 58M in sales
- record rev and earnings
- 1.3 BTB
- Largest order was a European customer for 20M (Siemens?)
- Balance rev from plasma, thermal, and wet
- 50% GM in thermal
- 45% GM from RTP
- 20% GM in Plasma
- 12-16% earning growth for 2001
- 20% op profit
- 40M shares outstanding
- Merger will accretive to earnings by end of the year
- Speed of integration is key to success
- Should complete merger in 60 days
- We have the clear path to become a top ten company in semi
No Q&A

Jack
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