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

To: James Calladine who wrote (1531)	7/23/1999 9:23:00 PM
From: Ian@SI	Respond to of 3661

Jim, Before we see any "...huge pent up demand for MTSN", I believe we'll need more Analyst coverage. Either Soundview or H&Q initiating / resuming coverage would be a major step in that direction. Getting both would take the stock well above John's ceiling of 16 (which is more than 33% above today's close). And given inflation at 2%, the long bond at 6%, is another 33% in 5 months all that bad? :-) In addition to analyst coverage, we need revenues to start flowing through to the bottom line. With a 0 tax rate, that will happen faster than some may suspect. And finally, if RTP is as successful in realized sales as the product sounds like it's going to be, I believe that would take us out of the teens (upward direction and presuming more analyst coverage than today). As implied to John in my prior note, I see more upside for MTSN during the next year than we've seen in the past year. And I'd sure hate to sell just before that happens after being in this stock for the last 4 years. Ian