Mattson Technology Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Mattson Technology

MTSN 3.600

0.0%

May 12 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: John Stewart who wrote (1304)	6/3/1999 9:46:00 PM
From: Ian@SI	Read Replies (1) of 3661

John, Please remember that my INTC guess is just speculation based upon a few very thin straws. 1. Large US logic chip maker (Source: Brad Mattson during conference call) 2. 2 orders announced, no name given. Usually an indication of INTC. 3. UK register story. 4. deduction based upon small number of candidates that could conceivably fit. With 2 multi million $ orders, if it's not INTC, it's someone big. e.g. - IBM, MOT or TXN, imo. In any case, the fact that a low K strip tool is necessary implies that somebody has a low K CVD tool. ... and I don't think it's AMAT. Their Black Diamond press release seemed to stress their perception of environmental strengths rather than the superiour characteristics of the tool. Sounds like someone has something better. Could LRCX or NVLS have another surprise? I haven't been following CVD that closely, so I don't even know who all the candidates might be. Ian. <i.Really hope Ian is right about it being INTC.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next