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

To: John Stewart who wrote (2054)	10/23/1999 1:24:00 PM
From: Ian@SI	Respond to of 3661

John, Thanks for taking out the time to do the calculations. I disagree with your assessment of analysts and their willingness to change ratings. I believe that it's quite reasonable to expect MTSN to generate the revenues given the success in their product line to date; and especially the promise of penetrating more top 20 chipmakers. Once the analysts have confidence that this growth is really going to happen, that AMAT isn't going to squash MTSN, they can do the arithmetic quite well. And they won't take too long to recognize that there isn't another leader in the sector with the ability to grow its price by a factor of 6. So I'd expect some strong buys to appear within the next 2-3 quarters. In any case, after a couple days, I'm still quite encouraged with the progress made and communicated during the conference call. Ian.