Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: Demosthenes who wrote (1453)	7/2/1999 10:58:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 3661

D., I would expect that for the period examined, the numbers are probably pretty close. What the SSB report didn't specify was: The specific time range analysed; The geographic area analysed; The source of the data (i.e. estimates or actual sales) SSB was looking backward and giving a single point. You're looking forward and recognizing the trend of MTSN grabbing Strip share globally. While MTSN's price has moved substantially %age-wise from the Oct low, $-wise, I suspect there's even more distance to go than we've already seen. What they've done in Strip, I expect them to do in CVD, epi and RTP during this upleg with an exceptional growth spurt next year as the 300mm production orders start coming thick and fast. The only question in my mind is when MTSN will be discovered by the Street. Before or after their Market Cap has tripled? Still enjoying the ride, Ian.