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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 subject5/23/2001 8:43:54 AM
From: marquis103   of 3661
 
From Briefing.com. Russ

08:31 ET Semi Equipment : Bear Stearns' Ripple Effect says that book-to-bill of 0.42 in April will likely disprove the view that the worst is behind us, and notes that the NVLS mid-qtr update is May 31 and that there may be some risk to estimates. An alternative view comes from ABN AMRO, which cheers the terrible book/bill number as evidence that the bottom in orders will come in Q2, a quarter earlier than expected; reiterates BUY ratings on NVLS, AMAT, LRCX, KLAC, CYMI and ups price targets by 25% on average.
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