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Technology Stocks : Mattson Technology (MTSN)
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To: John Stewart who wrote (15)8/27/1996 9:07:00 PM
From: John Ellis   of 28
 
John, I got the quarterly report today. They are expecting a
downturn just like others in the industry. Reference is made to
a VLSI rating "one of 10 best" at 7.61. Is that 1st or 10th, they
do not say, but hopefully not the latter. I understand the head of the company founded Novellus. To me,that is a good sign. Is this an industry where we may see consolidation someday? I would like to buy some more of the semi equip makers because several others appear cheap - but there's such a thing as diversity.


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