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Technology Stocks : Mattson Technology

MTSN 3.600

0.0%

May 12 5:00 PM EST

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To: ELH1006 who wrote (3360)	5/9/2001 10:22:53 AM
From: LemurHouse	Read Replies (1) of 3661

Very difficult to see what is going on what with all the different sets of numbers. Management likes talk about their "pro-forma" numbers, but those days are over and its largely pointless to try to compare the present situation against pre-merger numbers. Things are even less clear when one tries to factor in R&D and goodwill, APB16, and SAB101 effects. Jay Dehana specifically asked about the big goodwill number and how that would be accounted for going forward ($10 million difference between proforma and GAAP numbers for the quarter). He received no satisfactory answer as far as I could tell. They have a real challenge trying to integrate the merger and mitigate the cross-over to SAB101 standards. STEAG was particularly egregious, as they have repeatedly said. But even so these numbers feel much too squishy. I respect Brad and trust his ability to take the company forward. But I feel that we as investors are being asked to reley perhaps too heavily on our faith in Brad and the direction of the company. It was the same thing last quarter. They need to clear this up mess soon. AD

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