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

To: John Stewart who wrote (1541)	7/24/1999 2:20:00 PM
From: Ian@SI	Read Replies (2) \| Respond to of 3661

John, MTSN's revenues peaked near $75M; it's now close to a $100M run rate before its ramped up manufacturing capacity for its current successes. I completely agree that results are what counts, not dreams. In this instance, I still believe the latter is leading to the former. Without CVD, MTSN might have a potential for $100M annually near the cycle peak in Strip. With Strip and CVD, I wouldn't be surprised to see revenues exceed $300M this cycle; and if RTP turns out to be a major hit (Epi is already showing positive signs); it's not inconceivable to me to expect $500M peak earnings. To me, it's a no-brainer. Sacrifice quarterly earnings for a quarter or 2 to build a vibrant business before next year, and just in time to catch a major capacity build out. With a PSR of 3, and no further secondaries, that would take MTSN's price to the high double digits. I could live with that easily. ;-) Ian.