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

To: John Stewart who wrote (2069)	10/25/1999 5:19:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 3661

John, My guess is that H&Q probably has 1 or 2 growth rate factors by quarter that they use for the Semi Equipment sector. Analyst picks the one that he thinks best applies to MTSN, then does his thing. Given that the industry has nearly reached its previous peak bookings, I suspect that any further market share gains or new product sales are likely to be underestimated. So yes, I'll take your estimates over H&Q's this time. ;^) But I suspect that you're both going to be positively surprised. Another DRAM customer for CVD would be very nice. And if we could get a big logic manufacturer buying Aspen III CVD, I'd be in heaven. Best wishes, Ian.