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: Ian@SI who wrote (1793)	9/19/1999 9:34:00 PM
From: tejek	Respond to of 3661

Ian RE <<<I trust John's research. When he says that GSNX is number 2 and losing ground, it is so.>>> Just to insure there is no misunderstanding, I wasn't questioning John's or anyone else's research for that matter. From what I had read, strip did not seem to play the same role in revenues at mtsn that it does at gsnx.....but no breakout was provided. Its amazing what a difference a year makes.....last year at this time you couldn't give away the chip equipment makers, let alone sell them. As for mtsn I, too, am optomistic. I just got last quarter's report and am impressed with mtsn's minimalist approach. ted

To: Ian@SI who wrote (1793)	9/19/1999 10:00:00 PM
From: John Stewart	Read Replies (1) \| Respond to of 3661

Reference Mattson strip rev's: I suspect this Q's strip bookings, if broken down from CVD et. al. (which Brad doesn't do), will about match/exceed last Q's record total rev's. Let's not forget that GSNX also has biz in a few other areas, so their strip rev is not generally known either. The latest possible time that it will widely known about GSNX slip in share to #2 will be around April when these figures are officially published. As for the final death blow, the loss of the stronghold at mighty INTC, I figure we're still 1- 1 1/2 yrs away from MTSN getting in. But Fusion just slipped in a 300mm there, so the GSNX stronghold there is slipping via others for now. As I've stated for a long time, Low K will be the first foot in the door at INTC. They aren't gonna change for higher productivity or lower cost, only for technical need. Best Regards, John Stewart