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

To: Bill Hermesmann who wrote (1943)	10/6/1999 6:50:00 AM
From: John Stewart	Read Replies (1) \| Respond to of 3661

I would like to just note to those who think that the recent price action "must mean something" would surely have been convinced that the company was about to go out of business when it was selling at cash value of 2 3/4 only 1 year ago, ignoring the long term fundamentals. The facts are: - The are kicking butt in strip and already have the #1 position, that will be know by the general public soon. - Strip is a capacity based buy. This is just at the beginning of a start. Combined with a 3X larger share than they had in the last capacity upturn, the numbers for strip alone will be very impressive. - The CVD is just starting to take off, several more customers are on the way. Whatever happens in RTP and EPI will only be icing on the cake. Thinking about adding to my position, you know, with the sky is falling and all, timing looks good ;') Best Regards, John Stewart