John, there was another thread for MTSN, under which I have posted my opinions about MTSN.
I have followed MTSN since IPO and made alot of money on it, I luckly got out or most of my position at the highs. Anyways, MTSN has 4 Key products, Strip, CVD, RTP and Etch. Strip has been there bread and butter and has shown wide market acceptance, However this market has been tapped and growth is limited. CVD, has not been accepted and has been a disappointment to say the least, the unit sales can be counted on one hand and there dosen't seem to be much intrest in it. RTP missed the mark as far as requirements, Customers were looking for a more comhprehensive tool then the one MTSN has. MTSN only does low temp, customers are looking for tools that do both low and high temps.
The etch tool is new, so I have not got a feel for it's sales or acceptance, they are still not ready for production shipments. Even, then it address a very specific niche part of the etch market. With the industry downturn, it's going to give other a chance to catchup with MTSN in areas that MTSN is a leader (strip). So when the turnaround comes, MTSN may not be in great shape to benifit form it.
Just my opinion
dave |
