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

To: John Stewart who wrote (1947)	10/6/1999 11:28:00 AM
From: Ian@SI	Read Replies (2) \| Respond to of 3661

John, Criticism noted. I've been struggling to overcome my shy, reticent and introverted nature. I guess I have more progress to be made. ;-) Remember - A gay Indian is one brave sucker... ooops, I really meant to cut and paste this. Now I'm going to have all the native americans flaming me. Please tell us how you really feel ;") Phil, How many equipment makers have you seen provide announcements that they just made a sale to IBM or MOT or INTX or TXN or most of the other major chipmakers. Most of them still seem to believe that the equipment and processes they use are a strategic competitive advantage. Thus they restrict their suppliers freedom to issue press releases. And simple arithmetic dictates that MTSN with less than $100M annual sales would have fewer orders to talk about than AMAT which usually has several orders in excess of $100M each quarter. The industry is selling at a runrate of about $17B. Have you seen even $1B worth of orders announced where a specific supplier and buyer were explicitly identified? I haven't. IOW, I believe your expectations for minute by minute PR are absolutely unrealistic. This is not a change. This is business as usual in this sector. The only thing that has changed is you now have some shares in MTSN. Guess what? The whole industry isn't going to change to humour you. Or me for that matter. The machines aren't the strategic advantage. Anybody can buy those or better. It's the company's people and its processes that are unique to that company. That's where the focus needs to be to maintain an advantage over the competition. Ian.