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Technology Stocks : Mattson Technology
MTSN 3.6000.0%May 12 5:00 PM EST
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To: ELH1006 who wrote (3604)2/13/2003 7:28:26 PM
From: SemiBull  Read Replies (1) of 3661
 
Just my very brief spin.....MTSN is in the same boat as all equipment players waiting for an uptick, much like other market segments like telecom equipment suppliers. The question is one of management and balance sheet....which one has the assets and the ability to burn lightly long enough in most spaces to survive long enough to enjoy the benefits of the eventual uptick. I suspect that there is some chance MTSN might see the uptick with this management, but I do think there an equal or greater chance of it being bought out in 2 quarters as well. I should note that, unlike you and James, my 20-20 hindsight says Brad might not be able to restructure MTSN and I am not sure he has the skills to do this kind of asset allocation to manage the burn rate....but what do I know.

SB
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