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


To: John Stewart who wrote (1835)9/22/1999 9:43:00 PM
From: Ian@SI  Read Replies (2) | Respond to of 3661
 
Now that would be a nice Christmas present.

If the tool is truly as good as it's described, the other key players don't have much choice. Once the industry approaches overcapacity, only those chipmakers with the lowest costs will thrive.

So far this year, I've seen 2 potential blockbusters come into their glory. QLTI is about 3-5 months from FDA approval for the first effective treatment of Macular Degeneration; and is a 6 bagger for me.

MTSN still has much more unrealized potential. I fully expect it to dwarf my return from QLTI. ... and continue doing so for at least another 2-3 years.

Best wishes,
Ian.