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Technology Stocks : Novellus -- Ignore unavailable to you. Want to Upgrade?

To: Carl R. who wrote (2288)	6/28/1999 9:39:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 3813

Carl, I believe the recent CVD sale was the second $10M sale by MTSN of CVD this year. In case the name Mattson is familiar, Brad Mattson is the NVLS founder who is now bringing MTSN to prominence. To my knowledge, no other company has a product that comes anywhere close the the Aspen III CVD system: Not NVLS, AMAT or TEL. Yet AMAT was up today. Granted, it's much more diverse than NVLS. But the new MTSN products are being used by the various 300mm consortiums around the world. And I believe that this gives MTSN a major leg up for this current growth cycle. So shouldn't AMAT have been hit too if the market were concerned about the MTSN threat? IMO, I don't think the market is aware that MTSN even exists yet. Hopefully, they'll discover it soon. Needham did last week. :-) Ian.