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: John Stewart who wrote (1554)	7/25/1999 5:46:00 PM
From: Ian@SI	Read Replies (2) \| Respond to of 3661

John, ... we have 4 going to other customers. This makes sense. When Brad was talking about RTP and EPI, he indicated that each region was responsible for placing at least 1 of each tool. There's no reason to believe that a similar strategy isn't in effect for CVD as well. I also picked up from the call that MTSN is focused on the top 20 chip makers. Much tougher to make the initial sale into production but definitely worthwhile with each success. i.e. I believe that Samsung is the world's largest DRAM maker. Even with the best tool at the best price, we can't count on all 4 of the evaluation machines leading to production orders, but even if we only get 2, that could lead to another 30 to 40 tools ordered. (... and getting closer to that magic 0.5% market share that we could then round up to 1 rather than down to zero. ;-) Definitely interesting prospects. Ian.