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Technology Stocks : Mattson Technology

MTSN 3.600

0.0%

May 12 5:00 PM EST

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To: James Calladine who wrote (3426)	8/15/2001 10:23:47 PM
From: John Stewart	Read Replies (3) of 3661

James; The CC is still available, just click on it & listen :') Seriously, the thing that really stuck out (and screamed sell!) for me was the drop in backlog from $85M to $35M Q to Q. For ref, AMAT reported the same day and their backlog dropped only 11%. I can only conclude they are loosing market share. If I combine AMAT's comments that alot of technology buys are going on & Mattson's comments on Strip (Highlander Beta unit's), I figure the LT share looses are in RTP (being redone on Aspen Platform - thus nothing new and what we have to sell now will be outdated) and CVD (CVD had no new customers - thus no tech buys?). Best Regards, John Stewart

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