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

To: John Stewart who wrote (1543)	7/24/1999 9:19:00 PM
From: Ian@SI	Read Replies (2) \| Respond to of 3661

John, Presuming that this up leg is continuous with the 300mm buildout, in addition to your target for Strip, MTSN would only need to capture a 1% market share in CVD to hit the $500M annual revenue. With its headstart on a bridge tool, and production status at Samsung, other DRAM makers will have to find an equally or more efficient tool or buy from MTSN unless they choose to give Samsung an advantage. I believe that the DRAM makers still represent about 35-40% of the equipment business, so taking a 1% CVD market share seems quite plausible to me. Especially given MTSN's current lead. If this upleg isn't continuous with the 300mm rollout, then I agree that my estimate is unrealistic rather than just overly optimistic. Ian.